Rise Advisors’s AstraZeneca AZN Stock Holding History

Rise 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 Q4	–	Sell	-822	Closed	-$126K	–	230
2025 Q3	$126K	Buy	822 +5	+0.6%	+$757	0.05%	136
2025 Q2	$114K	Hold	817	–	–	0.05%	140
2025 Q1	$120K	Sell	817 -341	-29%	-$49.3K	0.05%	130
2024 Q4	$152K	Hold	1,158	–	–	0.07%	100
2024 Q3	$180K	Buy	1,158 +7	+0.6%	+$1.13K	0.09%	100
2024 Q2	$180K	Hold	1,151	–	–	0.1%	102
2024 Q1	$156K	Buy	1,151 +362	+46%	+$47.9K	0.08%	108
2023 Q4	$106K	Hold	789	–	–	0.07%	101
2023 Q3	$107K	Buy	789 +1	+0.1%	+$137	0.08%	87
2023 Q2	$113K	Hold	788	–	–	0.09%	95
2023 Q1	$109K	Buy	788 +10	+1%	+$1.34K	0.08%	96
2022 Q4	$105K	Hold	778	–	–	0.08%	99
2022 Q3	$85K	Buy	778 +6	+0.8%	+$761	0.07%	105
2022 Q2	$102K	Buy	772 +5	+0.7%	+$656	0.1%	91
2022 Q1	$102K	Buy	767 +11	+1%	+$1.32K	0.09%	99
2021 Q4	$88.1K	Buy	+756	New	+$89K	0.08%	104

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

Rise Advisors's AZN Position: Q4 2025 in Review

Rise Advisors sold out of AstraZeneca (AZN) in Q4 2025, closing a stake of 822 shares — an estimated $126K sold.

Rise Advisors first reported a position in AZN in Q4 2021 and held it in 16 quarters. The position peaked at $180K in Q3 2024. 1,406 funds tracked by Wall St. Rank hold AZN as of Q4 2025.

Rise Advisors reported no remaining AstraZeneca position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 822 AstraZeneca shares in Q4 2025, an estimated $126K.
Rise Advisors first reported a position in AstraZeneca in Q4 2021 and held it in 16 quarters.
Rise Advisors's AstraZeneca position peaked at $180K in Q3 2024.
1,406 funds tracked by Wall St. Rank held AstraZeneca as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.