Wilkinson Global Asset Management’s AstraZeneca AZN Stock Holding History

Wilkinson Global 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 Q2	–	Sell	-2,685	Closed	-$395K	–	73
2025 Q1	$395K	Sell	2,685 -185	-6%	-$26.8K	0.02%	56
2024 Q4	$376K	Hold	2,870	–	–	0.02%	60
2024 Q3	$447K	Sell	2,870 -187	-6%	-$30.2K	0.03%	58
2024 Q2	$477K	Hold	3,057	–	–	0.03%	57
2024 Q1	$414K	Sell	3,057 -530	-15%	-$70.2K	0.03%	65
2023 Q4	$483K	Hold	3,587	–	–	0.03%	59
2023 Q3	$486K	Hold	3,587	–	–	0.04%	58
2023 Q2	$513K	Hold	3,587	–	–	0.04%	59
2023 Q1	$498K	Hold	3,587	–	–	0.04%	58
2022 Q4	$486K	Hold	3,587	–	–	0.04%	59
2022 Q3	$393K	Buy	3,587 +557	+18%	+$70.7K	0.04%	65
2022 Q2	$400K	Buy	+3,030	New	+$398K	0.03%	62

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

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

Wilkinson Global Asset Management's AZN Position: Q2 2025 in Review

Wilkinson Global Asset Management sold out of AstraZeneca (AZN) in Q2 2025, closing a stake of 2,685 shares — an estimated $395K sold.

Wilkinson Global Asset Management first reported a position in AZN in Q2 2022 and held it in 12 quarters. The position peaked at $513K in Q2 2023. 1,223 funds tracked by Wall St. Rank hold AZN as of Q2 2025.

Wilkinson Global Asset Management reported no remaining AstraZeneca position as of Q2 2025 after selling out during the quarter.
Wilkinson Global Asset Management sold 2,685 AstraZeneca shares in Q2 2025, an estimated $395K.
Wilkinson Global Asset Management first reported a position in AstraZeneca in Q2 2022 and held it in 12 quarters.
Wilkinson Global Asset Management's AstraZeneca position peaked at $513K in Q2 2023.
1,223 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2025.

Based on Wilkinson Global Asset Management's 13F filing for Q2 2025, filed 11 Aug 2025.