PWA
AZN icon

Principia Wealth Advisory’s AstraZeneca AZN Stock Holding History

Principia Wealth Advisory’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 		$14.9K Hold
81
– – 0.01% 170
2025
Q3 		$12.4K Buy
81
+53
+189% +$8.02K 0.01% 184
2025
Q2 		$3.91K Buy
+28
New +$3.92K ﹤0.01% 269

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Principia Wealth Advisory's AZN Position: Q4 2025 in Review

Principia Wealth Advisory held its AstraZeneca (AZN) position steady in Q4 2025 at 81 shares worth $14.9K. The position accounts for 0.01% of the portfolio, ranked #170.

Principia Wealth Advisory first reported a position in AZN in Q2 2025 and has held it in 3 quarters since. 1,405 funds tracked by Wall St. Rank hold AZN as of Q4 2025.

  • Principia Wealth Advisory held 81 shares of AstraZeneca worth $14.9K as of Q4 2025.
  • Principia Wealth Advisory left its AstraZeneca share count unchanged in Q4 2025.
  • AstraZeneca made up 0.01% of Principia Wealth Advisory's portfolio in Q4 2025, its #170 holding.
  • Principia Wealth Advisory first reported a position in AstraZeneca in Q2 2025 and has held it in 3 quarters since.
  • 1,405 funds tracked by Wall St. Rank held AstraZeneca as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.