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Stonegate Investment Group’s AstraZeneca AZN Stock Holding History

Stonegate Investment 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
Q3 		$1.3M Sell
8,500
-126
-1% -$19.1K 0.03% 162
2025
Q2 		$1.21M Buy
8,626
+470
+6% +$65.9K 0.03% 165
2025
Q1 		$1.2M Sell
8,156
-3
-0% -$434 0.03% 145
2024
Q4 		$1.07M Sell
8,159
-50
-0.6% -$7K 0.03% 149
2024
Q3 		$1.28M Buy
8,209
+746
+10% +$120K 0.03% 152
2024
Q2 		$1.16M Buy
7,463
+392
+6% +$59K 0.03% 157
2024
Q1 		$958K Buy
7,071
+460
+7% +$60.9K 0.03% 167
2023
Q4 		$891K Buy
6,611
+1,912
+41% +$249K 0.03% 165
2023
Q3 		$636K Hold
4,699
– – 0.02% 184
2023
Q2 		$673K Sell
4,699
-107
-2% -$15.7K 0.02% 186
2023
Q1 		$667K Buy
4,806
+7
+0.1% +$942 0.03% 184
2022
Q4 		$651K Sell
4,799
-49
-1% -$6.14K 0.03% 181
2022
Q3 		$532K Buy
4,848
+20
+0.4% +$2.54K 0.02% 179
2022
Q2 		$638K Sell
4,828
-2,419
-33% -$317K 0.03% 163
2022
Q1 		$961K Hold
7,247
– – 0.03% 133
2021
Q4 		$844K Buy
+7,247
New +$853K 0.04% 135

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

Stonegate Investment Group's AZN Position: Q3 2025 in Review

Stonegate Investment Group reduced its AstraZeneca (AZN) stake by 1.5% in Q3 2025, selling an estimated $19.1K and leaving 8,500 shares worth $1.3M. The position accounts for 0.03% of the portfolio, ranked #162.

Stonegate Investment Group first reported a position in AZN in Q4 2021 and has held it in 16 quarters since. 1,287 funds tracked by Wall St. Rank hold AZN as of Q3 2025.

  • Stonegate Investment Group held 8,500 shares of AstraZeneca worth $1.3M as of Q3 2025.
  • Stonegate Investment Group sold 126 AstraZeneca shares in Q3 2025, an estimated $19.1K.
  • AstraZeneca made up 0.03% of Stonegate Investment Group's portfolio in Q3 2025, its #162 holding.
  • Stonegate Investment Group first reported a position in AstraZeneca in Q4 2021 and has held it in 16 quarters since.
  • 1,287 funds tracked by Wall St. Rank held AstraZeneca as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.