WPW
AZN icon

Waldron Private Wealth’s AstraZeneca AZN Stock Holding History

Waldron Private Wealth’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
-2,345
Closed -$307K – 305
2024
Q4 		$307K Buy
2,345
+426
+22% +$59.6K 0.01% 327
2024
Q3 		$299K Buy
1,919
+157
+9% +$25.3K 0.01% 327
2024
Q2 		$275K Buy
+1,762
New +$265K 0.01% 330
2024
Q1 		– Sell
-1,600
Closed -$215K – 434
2023
Q4 		$215K Buy
+1,600
New +$208K 0.01% 376

Other funds holding AZN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Waldron Private Wealth's AZN Position: Q1 2025 in Review

Waldron Private Wealth sold out of AstraZeneca (AZN) in Q1 2025, closing a stake of 2,345 shares — an estimated $307K sold.

Waldron Private Wealth first reported a position in AZN in Q4 2023 and held it in 4 quarters. The position peaked at $307K in Q4 2024. 1,251 funds tracked by Wall St. Rank hold AZN as of Q1 2025.

  • Waldron Private Wealth reported no remaining AstraZeneca position as of Q1 2025 after selling out during the quarter.
  • Waldron Private Wealth sold 2,345 AstraZeneca shares in Q1 2025, an estimated $307K.
  • Waldron Private Wealth first reported a position in AstraZeneca in Q4 2023 and held it in 4 quarters.
  • Waldron Private Wealth's AstraZeneca position peaked at $307K in Q4 2024.
  • 1,251 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2025.

Based on Waldron Private Wealth's 13F filing for Q1 2025, filed 8 May 2025.