Tortoise Investment Management’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-127
| Closed | -$19.4K | – | 349 |
|
|
2025
Q3 | $19.4K | Buy |
127
+13
| +11% | +$1.97K | ﹤0.01% | 521 |
|
|
2025
Q2 | $15.9K | Hold |
114
| – | – | ﹤0.01% | 544 |
|
|
2025
Q1 | $16.8K | Sell |
114
-21
| -16% | -$3.04K | ﹤0.01% | 530 |
|
|
2024
Q4 | $17.6K | Hold |
135
| – | – | ﹤0.01% | 565 |
|
|
2024
Q3 | $21K | Hold |
135
| – | – | ﹤0.01% | 549 |
|
|
2024
Q2 | $21K | Hold |
135
| – | – | ﹤0.01% | 523 |
|
|
2024
Q1 | $18.2K | Buy |
135
+21
| +18% | +$2.78K | ﹤0.01% | 526 |
|
|
2023
Q4 | $15.4K | Hold |
114
| – | – | ﹤0.01% | 511 |
|
|
2023
Q3 | $15.4K | Hold |
114
| – | – | ﹤0.01% | 495 |
|
|
2023
Q2 | $16.3K | Hold |
114
| – | – | ﹤0.01% | 499 |
|
|
2023
Q1 | $15.8K | Hold |
114
| – | – | ﹤0.01% | 494 |
|
|
2022
Q4 | $15.5K | Hold |
114
| – | – | ﹤0.01% | 491 |
|
|
2022
Q3 | $13K | Hold |
114
| – | – | ﹤0.01% | 491 |
|
|
2022
Q2 | $15K | Hold |
114
| – | – | ﹤0.01% | 466 |
|
|
2022
Q1 | $15K | Hold |
114
| – | – | ﹤0.01% | 460 |
|
|
2021
Q4 | $13K | Hold |
114
| – | – | ﹤0.01% | 450 |
|
|
2021
Q3 | $14K | Hold |
114
| – | – | ﹤0.01% | 428 |
|
|
2021
Q2 | $14K | Hold |
114
| – | – | ﹤0.01% | 424 |
|
|
2021
Q1 | $11K | Hold |
114
| – | – | ﹤0.01% | 423 |
|
|
2020
Q4 | $11K | Hold |
114
| – | – | ﹤0.01% | 405 |
|
|
2020
Q3 | $12K | Hold |
114
| – | – | ﹤0.01% | 355 |
|
|
2020
Q2 | $12K | Hold |
114
| – | – | ﹤0.01% | 347 |
|
|
2020
Q1 | $10K | Hold |
114
| – | – | ﹤0.01% | 362 |
|
|
2019
Q4 | $11K | Hold |
114
| – | – | ﹤0.01% | 386 |
|
|
2019
Q3 | $10K | Hold |
114
| – | – | ﹤0.01% | 394 |
|
|
2019
Q2 | $9K | Hold |
114
| – | – | ﹤0.01% | 435 |
|
|
2019
Q1 | $9K | Hold |
114
| – | – | ﹤0.01% | 422 |
|
|
2018
Q4 | $9K | Sell |
114
-250
| -69% | -$19.5K | ﹤0.01% | 396 |
|
|
2018
Q3 | $29K | Hold |
364
| – | – | 0.01% | 283 |
|
|
2018
Q2 | $26K | Buy |
364
+250
| +219% | +$18K | 0.01% | 299 |
|
|
2018
Q1 | $8K | Hold |
114
| – | – | ﹤0.01% | 408 |
|
|
2017
Q4 | $8K | Hold |
114
| – | – | ﹤0.01% | 413 |
|
|
2017
Q3 | $8K | Hold |
114
| – | – | ﹤0.01% | 383 |
|
|
2017
Q2 | $8K | Hold |
114
| – | – | ﹤0.01% | 378 |
|
|
2017
Q1 | $7K | Hold |
114
| – | – | ﹤0.01% | 363 |
|
|
2016
Q4 | $6K | Hold |
114
| – | – | ﹤0.01% | 380 |
|
|
2016
Q3 | $7K | Buy |
+114
| New | +$7.45K | ﹤0.01% | 345 |
|
Other funds holding AZN
Tortoise Investment Management's AZN Position: Q4 2025 in Review
Tortoise Investment Management sold out of AstraZeneca (AZN) in Q4 2025, closing a stake of 127 shares — an estimated $19.4K sold.
Tortoise Investment Management first reported a position in AZN in Q3 2016 and held it in 37 quarters. The position peaked at $29K in Q3 2018. 1,406 funds tracked by Wall St. Rank hold AZN as of Q4 2025.
- Tortoise Investment Management reported no remaining AstraZeneca position as of Q4 2025 after selling out during the quarter.
- Tortoise Investment Management sold 127 AstraZeneca shares in Q4 2025, an estimated $19.4K.
- Tortoise Investment Management first reported a position in AstraZeneca in Q3 2016 and held it in 37 quarters.
- Tortoise Investment Management's AstraZeneca position peaked at $29K in Q3 2018.
- 1,406 funds tracked by Wall St. Rank held AstraZeneca as of Q4 2025.
Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.