Moser Wealth Advisors’s AstraZeneca AZN Stock Holding History

Moser 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 Q2	$850K	Buy	6,083 +460	+8%	+$64.5K	0.41%	47
2025 Q1	$827K	Sell	5,623 -250	-4%	-$36.2K	0.43%	45
2024 Q4	$770K	Sell	5,873 -150	-2%	-$21K	0.4%	45
2024 Q3	$938K	Hold	6,023	–	–	0.49%	39
2024 Q2	$939K	Sell	6,023 -150	-2%	-$22.6K	0.51%	38
2024 Q1	$836K	Hold	6,173	–	–	0.47%	42
2023 Q4	$831K	Buy	6,173 +72	+1%	+$9.36K	0.53%	40
2023 Q3	$826K	Sell	6,101 -100	-2%	-$13.7K	0.58%	39
2023 Q2	$888K	Buy	+6,201	New	+$912K	0.6%	38
2022 Q4	$861K	Hold	6,351	–	–	0.65%	42
2022 Q3	$697K	Hold	6,351	–	–	0.54%	46
2022 Q2	$839K	Sell	6,351 -49	-0.8%	-$6.43K	0.62%	41
2022 Q1	$849K	Hold	6,400	–	–	0.53%	42
2021 Q4	$746K	Hold	6,400	–	–	0.45%	47
2021 Q3	$769K	Buy	6,400 +10	+0.2%	+$1.16K	0.49%	47
2021 Q2	$766K	Sell	6,390 -500	-7%	-$54.9K	0.49%	47
2021 Q1	$685K	Buy	6,890 +100	+1%	+$10.1K	0.48%	47
2020 Q4	$679K	Buy	6,790 +150	+2%	+$15.9K	0.5%	42
2020 Q3	$728K	Buy	6,640 +2,600	+64%	+$289K	0.58%	38
2020 Q2	$427K	Hold	4,040	–	–	0.41%	42
2020 Q1	$361K	Buy	4,040 +50	+1%	+$4.71K	0.42%	41
2019 Q4	$398K	Buy	+3,990	New	+$376K	0.38%	45

Other funds holding AZN

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Moser Wealth Advisors's AZN Position: Q2 2025 in Review

Moser Wealth Advisors increased its AstraZeneca (AZN) stake by 8.2% in Q2 2025, buying an estimated $64.5K and bringing the position to 6,083 shares worth $850K. The position accounts for 0.41% of the portfolio, ranked #47.

Moser Wealth Advisors first reported a position in AZN in Q4 2019 and has held it in 22 quarters since. The position peaked at $939K in Q2 2024. 1,222 funds tracked by Wall St. Rank hold AZN as of Q2 2025.

Moser Wealth Advisors held 6,083 shares of AstraZeneca worth $850K as of Q2 2025.
Moser Wealth Advisors bought 460 AstraZeneca shares in Q2 2025, an estimated $64.5K.
AstraZeneca made up 0.41% of Moser Wealth Advisors's portfolio in Q2 2025, its #47 holding.
Moser Wealth Advisors first reported a position in AstraZeneca in Q4 2019 and has held it in 22 quarters since.
Moser Wealth Advisors's AstraZeneca position peaked at $939K in Q2 2024.
1,222 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2025.

Based on Moser Wealth Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.