Northeast Financial Consultants’s AstraZeneca AZN Stock Holding History

Northeast Financial Consultants’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	$355K	Hold	2,538	–	–	0.01%	235
2025 Q1	$373K	Buy	2,538 +11	+0.4%	+$1.59K	0.02%	221
2024 Q4	$331K	Hold	2,527	–	–	0.01%	236
2024 Q3	$394K	Buy	2,527 +4	+0.2%	+$646	0.02%	220
2024 Q2	$393K	Hold	2,523	–	–	0.02%	208
2024 Q1	$342K	Buy	2,523 +11	+0.4%	+$1.46K	0.02%	227
2023 Q4	$338K	Hold	2,512	–	–	0.02%	222
2023 Q3	$340K	Sell	2,512 -2,114	-46%	-$289K	0.02%	212
2023 Q2	$662K	Buy	4,626 +1,653	+56%	+$243K	0.04%	159
2023 Q1	$413K	Sell	2,973 -1,614	-35%	-$217K	0.03%	215
2022 Q4	$622K	Hold	4,587	–	–	0.04%	163
2022 Q3	$503K	Buy	+4,587	New	+$582K	0.04%	186
2021 Q1	–	Sell	-4,395	Closed	-$439K	–	330
2020 Q4	$439K	Sell	4,395 -1,035	-19%	-$110K	0.04%	209
2020 Q3	$595K	Buy	+5,430	New	+$604K	0.05%	158

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

Northeast Financial Consultants's AZN Position: Q2 2025 in Review

Northeast Financial Consultants held its AstraZeneca (AZN) position steady in Q2 2025 at 2,538 shares worth $355K. The position accounts for 0.01% of the portfolio, ranked #235.

Northeast Financial Consultants first reported a position in AZN in Q3 2020 and has held it in 14 quarters since. The position peaked at $662K in Q2 2023. 1,222 funds tracked by Wall St. Rank hold AZN as of Q2 2025.

Northeast Financial Consultants held 2,538 shares of AstraZeneca worth $355K as of Q2 2025.
Northeast Financial Consultants left its AstraZeneca share count unchanged in Q2 2025.
AstraZeneca made up 0.01% of Northeast Financial Consultants's portfolio in Q2 2025, its #235 holding.
Northeast Financial Consultants first reported a position in AstraZeneca in Q3 2020 and has held it in 14 quarters since.
Northeast Financial Consultants's AstraZeneca position peaked at $662K in Q2 2023.
1,222 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2025.

Based on Northeast Financial Consultants's 13F filing for Q2 2025, filed 15 Aug 2025.