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My Personal CFO LLC’s AstraZeneca AZN Stock Holding History

My Personal CFO LLC’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
-19,206
Closed -$2.95M – 98
2025
Q3 		$2.95M Buy
+19,206
New +$2.91M 1.14% 25
2023
Q1 		– Sell
-79
Closed -$10.6K – 132
2022
Q4 		$10.6K Buy
+79
New +$9.91K 0.01% 254

Other funds holding AZN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

My Personal CFO LLC's AZN Position: Q4 2025 in Review

My Personal CFO LLC sold out of AstraZeneca (AZN) in Q4 2025, closing a stake of 19,206 shares — an estimated $2.95M sold.

My Personal CFO LLC first reported a position in AZN in Q4 2022 and held it in 2 quarters. The position peaked at $2.95M in Q3 2025. 1,406 funds tracked by Wall St. Rank hold AZN as of Q4 2025.

  • My Personal CFO LLC reported no remaining AstraZeneca position as of Q4 2025 after selling out during the quarter.
  • My Personal CFO LLC sold 19,206 AstraZeneca shares in Q4 2025, an estimated $2.95M.
  • My Personal CFO LLC first reported a position in AstraZeneca in Q4 2022 and held it in 2 quarters.
  • My Personal CFO LLC's AstraZeneca position peaked at $2.95M in Q3 2025.
  • 1,406 funds tracked by Wall St. Rank held AstraZeneca as of Q4 2025.

Based on My Personal CFO LLC's 13F filing for Q4 2025, filed 15 Jan 2026.