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Whalen Wealth Management’s AstraZeneca AZN Stock Holding History

Whalen 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
Q4 		– Sell
-4,860
Closed -$746K – 194
2025
Q3 		$746K Buy
+4,860
New +$736K 0.44% 52

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Whalen Wealth Management's AZN Position: Q4 2025 in Review

Whalen Wealth Management sold out of AstraZeneca (AZN) in Q4 2025, closing a stake of 4,860 shares — an estimated $746K sold.

Whalen Wealth Management first reported a position in AZN in Q3 2025 and held it in 1 quarter. The position peaked at $746K in Q3 2025. 1,406 funds tracked by Wall St. Rank hold AZN as of Q4 2025.

  • Whalen Wealth Management reported no remaining AstraZeneca position as of Q4 2025 after selling out during the quarter.
  • Whalen Wealth Management sold 4,860 AstraZeneca shares in Q4 2025, an estimated $746K.
  • Whalen Wealth Management first reported a position in AstraZeneca in Q3 2025 and held it in 1 quarter.
  • Whalen Wealth Management's AstraZeneca position peaked at $746K in Q3 2025.
  • 1,406 funds tracked by Wall St. Rank held AstraZeneca as of Q4 2025.

Based on Whalen Wealth Management's 13F filing for Q4 2025, filed 20 Jan 2026.