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Scharf Investments’s AstraZeneca AZN Stock Holding History

Scharf Investments’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
-46,232
Closed -$7.09M – 73
2025
Q3 		$7.09M Buy
+46,232
New +$7M 0.18% 38
2022
Q3 		– Sell
-85,145
Closed -$11.3M – 51
2022
Q2 		$11.3M Sell
85,145
-477,313
-85% -$62.6M 0.38% 26
2022
Q1 		$74.6M Buy
562,458
+21,467
+4% +$2.57M 2.21% 22
2021
Q4 		$63M Buy
540,991
+57,976
+12% +$6.82M 1.87% 23
2021
Q3 		$58M Buy
+483,015
New +$56.2M 1.83% 21

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

Scharf Investments's AZN Position: Q4 2025 in Review

Scharf Investments sold out of AstraZeneca (AZN) in Q4 2025, closing a stake of 46,232 shares — an estimated $7.09M sold.

Scharf Investments first reported a position in AZN in Q3 2021 and held it in 5 quarters. The position peaked at $74.6M in Q1 2022. 1,406 funds tracked by Wall St. Rank hold AZN as of Q4 2025.

  • Scharf Investments reported no remaining AstraZeneca position as of Q4 2025 after selling out during the quarter.
  • Scharf Investments sold 46,232 AstraZeneca shares in Q4 2025, an estimated $7.09M.
  • Scharf Investments first reported a position in AstraZeneca in Q3 2021 and held it in 5 quarters.
  • Scharf Investments's AstraZeneca position peaked at $74.6M in Q1 2022.
  • 1,406 funds tracked by Wall St. Rank held AstraZeneca as of Q4 2025.

Based on Scharf Investments's 13F filing for Q4 2025, filed 15 Jan 2026.