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Sierra Ocean’s AstraZeneca AZN Stock Holding History

Sierra Ocean’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
-446
Closed -$62.3K – 133
2025
Q2 		$62.3K Buy
446
+10
+2% +$1.4K 0.04% 160
2025
Q1 		$64.1K Sell
436
-22
-5% -$3.18K 0.05% 142
2024
Q4 		$60K Buy
+458
New +$64.1K 0.05% 148

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Sierra Ocean's AZN Position: Q3 2025 in Review

Sierra Ocean sold out of AstraZeneca (AZN) in Q3 2025, closing a stake of 446 shares — an estimated $62.3K sold.

Sierra Ocean first reported a position in AZN in Q4 2024 and held it in 3 quarters. The position peaked at $64.1K in Q1 2025. 1,287 funds tracked by Wall St. Rank hold AZN as of Q3 2025.

  • Sierra Ocean reported no remaining AstraZeneca position as of Q3 2025 after selling out during the quarter.
  • Sierra Ocean sold 446 AstraZeneca shares in Q3 2025, an estimated $62.3K.
  • Sierra Ocean first reported a position in AstraZeneca in Q4 2024 and held it in 3 quarters.
  • Sierra Ocean's AstraZeneca position peaked at $64.1K in Q1 2025.
  • 1,287 funds tracked by Wall St. Rank held AstraZeneca as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.