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Trifecta Capital Advisors’s AstraZeneca AZN Stock Holding History

Trifecta Capital Advisors’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
-20
Closed -$2.73K – 446
2025
Q2 		$2.73K Buy
+20
New +$2.8K ﹤0.01% 313

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

Trifecta Capital Advisors's AZN Position: Q3 2025 in Review

Trifecta Capital Advisors sold out of AstraZeneca (AZN) in Q3 2025, closing a stake of 20 shares — an estimated $2.73K sold.

Trifecta Capital Advisors first reported a position in AZN in Q2 2025 and held it in 1 quarter. The position peaked at $2.73K in Q2 2025. 1,287 funds tracked by Wall St. Rank hold AZN as of Q3 2025.

  • Trifecta Capital Advisors reported no remaining AstraZeneca position as of Q3 2025 after selling out during the quarter.
  • Trifecta Capital Advisors sold 20 AstraZeneca shares in Q3 2025, an estimated $2.73K.
  • Trifecta Capital Advisors first reported a position in AstraZeneca in Q2 2025 and held it in 1 quarter.
  • Trifecta Capital Advisors's AstraZeneca position peaked at $2.73K in Q2 2025.
  • 1,287 funds tracked by Wall St. Rank held AstraZeneca as of Q3 2025.

Based on Trifecta Capital Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.