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New England Professional Planning Group’s AstraZeneca AZN Stock Holding History

New England Professional Planning Group’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
-1,570
Closed -$241K – 50
2025
Q3 		$241K Buy
+1,570
New +$238K 0.11% 41

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

New England Professional Planning Group's AZN Position: Q4 2025 in Review

New England Professional Planning Group sold out of AstraZeneca (AZN) in Q4 2025, closing a stake of 1,570 shares — an estimated $241K sold.

New England Professional Planning Group first reported a position in AZN in Q3 2025 and held it in 1 quarter. The position peaked at $241K in Q3 2025. 1,406 funds tracked by Wall St. Rank hold AZN as of Q4 2025.

  • New England Professional Planning Group reported no remaining AstraZeneca position as of Q4 2025 after selling out during the quarter.
  • New England Professional Planning Group sold 1,570 AstraZeneca shares in Q4 2025, an estimated $241K.
  • New England Professional Planning Group first reported a position in AstraZeneca in Q3 2025 and held it in 1 quarter.
  • New England Professional Planning Group's AstraZeneca position peaked at $241K in Q3 2025.
  • 1,406 funds tracked by Wall St. Rank held AstraZeneca as of Q4 2025.

Based on New England Professional Planning Group's 13F filing for Q4 2025, filed 14 Jan 2026.