Stonegate Management’s AstraZeneca AZN Stock Holding History

Stonegate Management’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	-3,250	Closed	-$499K	–	9
2025 Q3	$499K	Buy	+3,250	New	+$492K	0.33%	48

Other funds holding AZN

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Stonegate Management's AZN Position: Q4 2025 in Review

Stonegate Management sold out of AstraZeneca (AZN) in Q4 2025, closing a stake of 3,250 shares — an estimated $499K sold.

Stonegate Management first reported a position in AZN in Q3 2025 and held it in 1 quarter. The position peaked at $499K in Q3 2025. 1,406 funds tracked by Wall St. Rank hold AZN as of Q4 2025.

Stonegate Management reported no remaining AstraZeneca position as of Q4 2025 after selling out during the quarter.
Stonegate Management sold 3,250 AstraZeneca shares in Q4 2025, an estimated $499K.
Stonegate Management first reported a position in AstraZeneca in Q3 2025 and held it in 1 quarter.
Stonegate Management's AstraZeneca position peaked at $499K in Q3 2025.
1,406 funds tracked by Wall St. Rank held AstraZeneca as of Q4 2025.

Based on Stonegate Management's 13F filing for Q4 2025.