Tyler-Stone Wealth Management’s AstraZeneca AZN Stock Holding History

Tyler-Stone Wealth 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 Q2	$200K	Hold	1,435	–	–	0.03%	322
2025 Q1	$211K	Buy	+1,435	New	+$208K	0.04%	310
2024 Q4	–	Sell	-1,435	Closed	-$224K	–	325
2024 Q3	$224K	Buy	1,435 +737	+106%	+$119K	0.04%	295
2024 Q2	$109K	Hold	698	–	–	0.04%	276
2024 Q1	$94.5K	Hold	698	–	–	0.04%	280
2023 Q4	$94K	Hold	698	–	–	0.05%	272
2023 Q3	$94K	Hold	698	–	–	0.05%	259
2023 Q2	$100K	Buy	+698	New	+$103K	0.06%	250
2022 Q4	$95K	Hold	698	–	–	0.06%	238
2022 Q3	$77K	Hold	698	–	–	0.06%	251
2022 Q2	$92K	Hold	698	–	–	0.06%	250
2022 Q1	$93K	Sell	698 -21	-3%	-$2.52K	0.05%	260
2021 Q4	$84K	Buy	+719	New	+$84.6K	0.04%	293

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Tyler-Stone Wealth Management's AZN Position: Q2 2025 in Review

Tyler-Stone Wealth Management held its AstraZeneca (AZN) position steady in Q2 2025 at 1,435 shares worth $200K. The position accounts for 0.03% of the portfolio, ranked #322.

Tyler-Stone Wealth Management first reported a position in AZN in Q4 2021 and has held it in 13 quarters since. The position peaked at $224K in Q3 2024. 1,222 funds tracked by Wall St. Rank hold AZN as of Q2 2025.

Tyler-Stone Wealth Management held 1,435 shares of AstraZeneca worth $200K as of Q2 2025.
Tyler-Stone Wealth Management left its AstraZeneca share count unchanged in Q2 2025.
AstraZeneca made up 0.03% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #322 holding.
Tyler-Stone Wealth Management first reported a position in AstraZeneca in Q4 2021 and has held it in 13 quarters since.
Tyler-Stone Wealth Management's AstraZeneca position peaked at $224K in Q3 2024.
1,222 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.