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SageView Advisory Group’s AstraZeneca AZN Stock Holding History

SageView Advisory 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
Q4 		$2.25M Buy
12,248
+453
+4% +$79.4K 0.08% 140
2025
Q3 		$1.81M Buy
+11,795
New +$1.79M 0.06% 171
2024
Q3 		– Sell
-1,485
Closed -$232K – 513
2024
Q2 		$232K Sell
1,485
-274
-16% -$41.2K 0.01% 506
2024
Q1 		$238K Sell
1,759
-1,489
-46% -$197K 0.01% 473
2023
Q4 		$436K Buy
+3,248
New +$422K 0.02% 420

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

SageView Advisory Group's AZN Position: Q4 2025 in Review

SageView Advisory Group increased its AstraZeneca (AZN) stake by 3.8% in Q4 2025, buying an estimated $79.4K and bringing the position to 12,248 shares worth $2.25M. The position accounts for 0.08% of the portfolio, ranked #140.

SageView Advisory Group first reported a position in AZN in Q4 2023 and has held it in 5 quarters since. 1,406 funds tracked by Wall St. Rank hold AZN as of Q4 2025.

  • SageView Advisory Group held 12,248 shares of AstraZeneca worth $2.25M as of Q4 2025.
  • SageView Advisory Group bought 453 AstraZeneca shares in Q4 2025, an estimated $79.4K.
  • AstraZeneca made up 0.08% of SageView Advisory Group's portfolio in Q4 2025, its #140 holding.
  • SageView Advisory Group first reported a position in AstraZeneca in Q4 2023 and has held it in 5 quarters since.
  • 1,406 funds tracked by Wall St. Rank held AstraZeneca as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.