NewSquare Capital’s AstraZeneca AZN Stock Holding History

NewSquare Capital’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 Q3	–	Sell	-182	Closed	-$25.4K	–	278
2025 Q2	$25.4K	Buy	182 +109	+149%	+$15.3K	﹤0.01%	432
2025 Q1	$10.7K	Buy	73 +23	+46%	+$3.33K	﹤0.01%	530
2024 Q4	$6.55K	Buy	+50	New	+$7K	﹤0.01%	329
2023 Q3	–	Sell	-13	Closed	-$1.86K	–	623
2023 Q2	$1.86K	Hold	13	–	–	﹤0.01%	531
2023 Q1	$1.8K	Buy	+13	New	+$1.75K	﹤0.01%	582
2021 Q1	–	Sell	-50	Closed	-$5K	–	323
2020 Q4	$5K	Buy	+50	New	+$5.3K	﹤0.01%	283

Other funds holding AZN

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

NewSquare Capital's AZN Position: Q3 2025 in Review

NewSquare Capital sold out of AstraZeneca (AZN) in Q3 2025, closing a stake of 182 shares — an estimated $25.4K sold.

NewSquare Capital first reported a position in AZN in Q4 2020 and held it in 6 quarters. The position peaked at $25.4K in Q2 2025. 1,289 funds tracked by Wall St. Rank hold AZN as of Q3 2025.

NewSquare Capital reported no remaining AstraZeneca position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 182 AstraZeneca shares in Q3 2025, an estimated $25.4K.
NewSquare Capital first reported a position in AstraZeneca in Q4 2020 and held it in 6 quarters.
NewSquare Capital's AstraZeneca position peaked at $25.4K in Q2 2025.
1,289 funds tracked by Wall St. Rank held AstraZeneca as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.