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Marshall & Sterling Wealth Advisors’s AstraZeneca AZN Stock Holding History

Marshall & Sterling Wealth Advisors’s Portfolio AZN Stock Details AZN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-23
Closed -$3.45K – 368
2025
Q3 		$3.45K Buy
23
+5
+28% +$757 ﹤0.01% 537
2025
Q2 		$2.45K Sell
18
-20
-53% -$2.8K ﹤0.01% 529
2025
Q1 		$5.55K Buy
+38
New +$5.5K ﹤0.01% 449

Other funds holding AZN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's AZN Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of AstraZeneca (AZN) in Q4 2025, closing a stake of 23 shares — an estimated $3.45K sold.

Marshall & Sterling Wealth Advisors first reported a position in AZN in Q1 2025 and held it in 3 quarters. The position peaked at $5.55K in Q1 2025. 1,408 funds tracked by Wall St. Rank hold AZN as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining AstraZeneca position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 23 AstraZeneca shares in Q4 2025, an estimated $3.45K.
  • Marshall & Sterling Wealth Advisors first reported a position in AstraZeneca in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's AstraZeneca position peaked at $5.55K in Q1 2025.
  • 1,408 funds tracked by Wall St. Rank held AstraZeneca as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.