West Oak Capital’s AstraZeneca AZN Stock Holding History

West Oak Capital’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	$134	Hold	88	–	–	0.01%	208
2025 Q2	$122	Hold	88	–	–	﹤0.01%	237
2025 Q1	$129	Hold	88	–	–	0.01%	235
2024 Q4	$115K	Hold	88	–	–	﹤0.01%	238
2024 Q3	$136	Hold	88	–	–	﹤0.01%	235
2024 Q2	$13.6K	Hold	88	–	–	0.01%	238
2024 Q1	$12K	Hold	88	–	–	0.01%	241
2023 Q4	$12K	Hold	88	–	–	0.01%	239
2023 Q3	$12K	Hold	88	–	–	0.01%	232
2023 Q2	$12.5K	Hold	88	–	–	0.01%	241
2023 Q1	$12.1K	Hold	88	–	–	0.01%	239
2022 Q4	$12K	Hold	88	–	–	0.01%	211
2022 Q3	$10K	Hold	88	–	–	0.01%	240
2022 Q2	$12K	Sell	88 -45	-34%	-$5.9K	0.01%	230
2022 Q1	$18K	Hold	133	–	–	0.01%	223
2021 Q4	$15K	Hold	133	–	–	0.01%	244
2021 Q3	$16K	Hold	133	–	–	0.01%	256
2021 Q2	$16K	Hold	133	–	–	0.01%	251
2021 Q1	$13K	Buy	133 +88	+196%	+$8.85K	0.01%	257
2020 Q4	$4K	Hold	45	–	–	﹤0.01%	275
2020 Q3	$5K	Buy	+45	New	+$5K	﹤0.01%	252

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

West Oak Capital's AZN Position: Q3 2025 in Review

West Oak Capital held its AstraZeneca (AZN) position steady in Q3 2025 at 88 shares worth $134. The position accounts for 0.01% of the portfolio, ranked #208.

West Oak Capital first reported a position in AZN in Q3 2020 and has held it in 21 quarters since. The position peaked at $115K in Q4 2024. 1,288 funds tracked by Wall St. Rank hold AZN as of Q3 2025.

West Oak Capital held 88 shares of AstraZeneca worth $134 as of Q3 2025.
West Oak Capital left its AstraZeneca share count unchanged in Q3 2025.
AstraZeneca made up 0.01% of West Oak Capital's portfolio in Q3 2025, its #208 holding.
West Oak Capital first reported a position in AstraZeneca in Q3 2020 and has held it in 21 quarters since.
West Oak Capital's AstraZeneca position peaked at $115K in Q4 2024.
1,288 funds tracked by Wall St. Rank held AstraZeneca as of Q3 2025.

Based on West Oak Capital's 13F filing for Q3 2025, filed 3 Oct 2025.