Prudent Man Advisors’s AstraZeneca AZN Stock Holding History

Prudent Man Advisors’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 Q3	–	Sell	-1,601	Closed	-$224K	–	137
2025 Q2	$224K	Buy	1,601 +46	+3%	+$6.45K	0.07%	157
2025 Q1	$229K	Hold	1,555	–	–	0.08%	148
2024 Q4	$204K	Hold	1,555	–	–	0.07%	162
2024 Q3	$242K	Buy	1,555 +8	+0.5%	+$1.29K	0.08%	151
2024 Q2	$241K	Hold	1,547	–	–	0.09%	143
2024 Q1	$210K	Sell	1,547 -334	-18%	-$44.2K	0.08%	162
2023 Q4	$253K	Sell	1,881 -85	-4%	-$11.1K	0.09%	147
2023 Q3	$266K	Sell	1,966 -66	-3%	-$9.01K	0.11%	144
2023 Q2	$291K	Hold	2,032	–	–	0.11%	144
2023 Q1	$282K	Hold	2,032	–	–	0.11%	146
2022 Q4	$275K	Buy	+2,032	New	+$255K	0.11%	153
2022 Q2	–	Sell	-1,582	Closed	-$210K	–	166
2022 Q1	$210K	Buy	+1,582	New	+$190K	0.09%	173
2021 Q4	–	Sell	-1,928	Closed	-$232K	–	188
2021 Q3	$232K	Hold	1,928	–	–	0.09%	177
2021 Q2	$231K	Buy	+1,928	New	+$212K	0.09%	187
2020 Q4	–	Sell	-1,866	Closed	-$204K	–	183
2020 Q3	$204K	Sell	1,866 -30	-2%	-$3.34K	0.11%	152
2020 Q2	$201K	Buy	+1,896	New	+$196K	0.18%	144

Other funds holding AZN

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Prudent Man Advisors's AZN Position: Q3 2025 in Review

Prudent Man Advisors sold out of AstraZeneca (AZN) in Q3 2025, closing a stake of 1,601 shares — an estimated $224K sold.

Prudent Man Advisors first reported a position in AZN in Q2 2020 and held it in 16 quarters. The position peaked at $291K in Q2 2023. 1,288 funds tracked by Wall St. Rank hold AZN as of Q3 2025.

Prudent Man Advisors reported no remaining AstraZeneca position as of Q3 2025 after selling out during the quarter.
Prudent Man Advisors sold 1,601 AstraZeneca shares in Q3 2025, an estimated $224K.
Prudent Man Advisors first reported a position in AstraZeneca in Q2 2020 and held it in 16 quarters.
Prudent Man Advisors's AstraZeneca position peaked at $291K in Q2 2023.
1,288 funds tracked by Wall St. Rank held AstraZeneca as of Q3 2025.

Based on Prudent Man Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.