Oliver Lagore Vanvalin Investment Group’s AstraZeneca AZN Stock Holding History

Oliver Lagore Vanvalin Investment 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 Q2	$811K	Buy	+5,520	New	+$774K	0.32%	70
2024 Q4	$1.08M	Buy	8,210 +1,622	+25%	+$227K	0.28%	70
2024 Q3	$1.03M	Buy	6,588 +814	+14%	+$131K	0.27%	71
2024 Q2	$901K	Sell	5,774 -815	-12%	-$123K	0.26%	68
2024 Q1	$893K	Buy	6,589 +6,582	+94,029%	+$872K	0.27%	69
2023 Q4	$943	Sell	7 -41	-85%	-$5.33K	﹤0.01%	664
2023 Q3	$6.51K	Sell	48 -42	-47%	-$5.74K	﹤0.01%	511
2023 Q2	$12.9K	Buy	90 +24	+36%	+$3.53K	﹤0.01%	427
2023 Q1	$9.1K	Buy	66 +2	+3%	+$269	﹤0.01%	396
2022 Q4	$8.68K	Buy	64 +49	+327%	+$6.14K	0.01%	380
2022 Q3	$2K	Hold	15	–	–	﹤0.01%	515
2022 Q2	$2K	Buy	15 +8	+114%	+$1.05K	﹤0.01%	485
2022 Q1	$1K	Buy	+7	New	+$839	﹤0.01%	524

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

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 New York $1.66T AUM 25.57% 1-Year Est. Return