Private Wealth Asset Management’s AstraZeneca AZN Stock Holding History

Private Wealth Asset Management’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	–	Sell	-20	Closed	-$3.07K	–	1105
2025 Q3	$3.07K	Hold	20	–	–	﹤0.01%	787
2025 Q2	$2.79K	Hold	20	–	–	﹤0.01%	804
2025 Q1	$2.94K	Buy	+20	New	+$2.89K	﹤0.01%	768

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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

Private Wealth Asset Management's AZN Position: Q4 2025 in Review

Private Wealth Asset Management sold out of AstraZeneca (AZN) in Q4 2025, closing a stake of 20 shares — an estimated $3.07K sold.

Private Wealth Asset Management first reported a position in AZN in Q1 2025 and held it in 3 quarters. The position peaked at $3.07K in Q3 2025. 1,408 funds tracked by Wall St. Rank hold AZN as of Q4 2025.

Private Wealth Asset Management reported no remaining AstraZeneca position as of Q4 2025 after selling out during the quarter.
Private Wealth Asset Management sold 20 AstraZeneca shares in Q4 2025, an estimated $3.07K.
Private Wealth Asset Management first reported a position in AstraZeneca in Q1 2025 and held it in 3 quarters.
Private Wealth Asset Management's AstraZeneca position peaked at $3.07K in Q3 2025.
1,408 funds tracked by Wall St. Rank held AstraZeneca as of Q4 2025.

Based on Private Wealth Asset Management's 13F filing for Q4 2025, filed 10 Feb 2026.