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MPWM Advisory Solutions’s AstraZeneca AZN Stock Holding History

MPWM Advisory Solutions’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 		– Sell
-250
Closed -$36.8K – 550
2025
Q1 		$36.8K Buy
+250
New +$36.2K 0.03% 175

Other funds holding AZN

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Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MPWM Advisory Solutions's AZN Position: Q2 2025 in Review

MPWM Advisory Solutions sold out of AstraZeneca (AZN) in Q2 2025, closing a stake of 250 shares — an estimated $36.8K sold.

MPWM Advisory Solutions first reported a position in AZN in Q1 2025 and held it in 1 quarter. The position peaked at $36.8K in Q1 2025. 1,222 funds tracked by Wall St. Rank hold AZN as of Q2 2025.

  • MPWM Advisory Solutions reported no remaining AstraZeneca position as of Q2 2025 after selling out during the quarter.
  • MPWM Advisory Solutions sold 250 AstraZeneca shares in Q2 2025, an estimated $36.8K.
  • MPWM Advisory Solutions first reported a position in AstraZeneca in Q1 2025 and held it in 1 quarter.
  • MPWM Advisory Solutions's AstraZeneca position peaked at $36.8K in Q1 2025.
  • 1,222 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2025.

Based on MPWM Advisory Solutions's 13F filing for Q2 2025, filed 14 Aug 2025.