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	0.26%	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 Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 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

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

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

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's AZN Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in AstraZeneca (AZN) in Q2 2025: 5,520 shares worth $811K. The stake represents 0.32% of the portfolio and ranks #70 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in AZN as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in AZN in Q1 2022 and has held it in 13 quarters since. The position peaked at $1.08M in Q4 2024. 1,223 funds tracked by Wall St. Rank hold AZN as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 5,520 shares of AstraZeneca worth $811K as of Q2 2025.
AstraZeneca was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
AstraZeneca made up 0.32% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #70 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in AstraZeneca in Q1 2022 and has held it in 13 quarters since.
Oliver Lagore Vanvalin Investment Group's AstraZeneca position peaked at $1.08M in Q4 2024.
1,223 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.