Stephens Consulting’s AstraZeneca AZN Stock Holding History

Stephens Consulting’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	$63.7K	Buy	347 +17	+5%	+$2.98K	0.02%	123
2025 Q3	$50.5K	Sell	330 -231	-41%	-$35K	0.02%	138
2025 Q2	$78.4K	Buy	561 +32	+6%	+$4.49K	0.02%	153
2025 Q1	$77.8K	Buy	529 +201	+61%	+$29.1K	0.02%	152
2024 Q4	$43K	Hold	328	–	–	0.01%	200
2024 Q3	$51.1K	Hold	328	–	–	0.01%	187
2024 Q2	$51.1K	Sell	328 -50	-13%	-$7.52K	0.01%	179
2024 Q1	$51.1K	Sell	378 -63	-14%	-$8.34K	0.02%	175
2023 Q4	$59.4K	Hold	441	–	–	0.02%	161
2023 Q3	$59.7K	Hold	441	–	–	0.02%	148
2023 Q2	$63K	Hold	441	–	–	0.03%	144
2023 Q1	$61.1K	Buy	441 +1	+0.2%	+$135	0.04%	152
2022 Q4	$59.6K	Sell	440 -108	-20%	-$13.5K	0.04%	157
2022 Q3	$60K	Buy	548 +65	+13%	+$8.25K	0.05%	154
2022 Q2	$63.7K	Sell	483 -50	-9%	-$6.56K	0.05%	151
2022 Q1	$70.6K	Buy	533 +24	+5%	+$2.88K	0.06%	157
2021 Q4	$59.3K	Buy	+509	New	+$59.9K	0.05%	189

Other funds holding AZN

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Stephens Consulting's AZN Position: Q4 2025 in Review

Stephens Consulting increased its AstraZeneca (AZN) stake by 5.2% in Q4 2025, buying an estimated $2.98K and bringing the position to 347 shares worth $63.7K. The position accounts for 0.02% of the portfolio, ranked #123.

Stephens Consulting first reported a position in AZN in Q4 2021 and has held it in 17 quarters since. The position peaked at $78.4K in Q2 2025. 1,405 funds tracked by Wall St. Rank hold AZN as of Q4 2025.

Stephens Consulting held 347 shares of AstraZeneca worth $63.7K as of Q4 2025.
Stephens Consulting bought 17 AstraZeneca shares in Q4 2025, an estimated $2.98K.
AstraZeneca made up 0.02% of Stephens Consulting's portfolio in Q4 2025, its #123 holding.
Stephens Consulting first reported a position in AstraZeneca in Q4 2021 and has held it in 17 quarters since.
Stephens Consulting's AstraZeneca position peaked at $78.4K in Q2 2025.
1,405 funds tracked by Wall St. Rank held AstraZeneca as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.