Van Hulzen Asset Management’s AstraZeneca AZN Stock Holding History

Van Hulzen Asset 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 Q1	–	Sell	-997	Closed	-$131K	–	368
2024 Q4	$131K	Buy	+997	New	+$140K	0.01%	366
2024 Q3	–	Sell	-1,508	Closed	-$235K	–	320
2024 Q2	$235K	Buy	+1,508	New	+$227K	0.02%	281
2021 Q1	–	Sell	-2,811	Closed	-$281K	–	268
2020 Q4	$281K	Buy	+2,811	New	+$298K	0.04%	221

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

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

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

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

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Van Hulzen Asset Management's AZN Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of AstraZeneca (AZN) in Q1 2025, closing a stake of 997 shares — an estimated $131K sold.

Van Hulzen Asset Management first reported a position in AZN in Q4 2020 and held it in 3 quarters. The position peaked at $281K in Q4 2020. 1,252 funds tracked by Wall St. Rank hold AZN as of Q1 2025.

Van Hulzen Asset Management reported no remaining AstraZeneca position as of Q1 2025 after selling out during the quarter.
Van Hulzen Asset Management sold 997 AstraZeneca shares in Q1 2025, an estimated $131K.
Van Hulzen Asset Management first reported a position in AstraZeneca in Q4 2020 and held it in 3 quarters.
Van Hulzen Asset Management's AstraZeneca position peaked at $281K in Q4 2020.
1,252 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.