Wolf Group Capital Advisors’s AstraZeneca AZN Stock Holding History

Wolf Group Capital Advisors’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	$261K	Buy	+1,778	New	+$257K	0.09%	142
2018 Q3	–	Sell	-12,715	Closed	-$893K	–	91
2018 Q2	$893K	Buy	12,715 +1,536	+14%	+$111K	0.58%	54
2018 Q1	$782K	Buy	11,179 +1,180	+12%	+$81.7K	0.52%	60
2017 Q4	$694K	Buy	9,999 +1,141	+13%	+$76.9K	0.43%	73
2017 Q3	$614K	Sell	8,858 -1,237	-12%	-$78.1K	0.43%	72
2017 Q2	$688K	Sell	10,095 -742	-7%	-$48.5K	0.53%	59
2017 Q1	$675K	Sell	10,837 -106	-1%	-$6.17K	0.44%	67
2016 Q4	$598K	Buy	10,943 +1,248	+13%	+$70.9K	0.4%	69
2016 Q3	$638K	Buy	9,695 +877	+10%	+$57.3K	0.44%	69
2016 Q2	$532K	Buy	+8,818	New	+$512K	0.39%	69

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Wolf Group Capital Advisors's AZN Position: Q1 2025 in Review

Wolf Group Capital Advisors opened a new position in AstraZeneca (AZN) in Q1 2025: 1,778 shares worth $261K. The stake represents 0.09% of the portfolio and ranks #142 among its holdings. This is a return to the name: Wolf Group Capital Advisors previously reported a position in AZN as recently as Q2 2018.

Wolf Group Capital Advisors first reported a position in AZN in Q2 2016 and has held it in 10 quarters since. The position peaked at $893K in Q2 2018. 1,249 funds tracked by Wall St. Rank hold AZN as of Q1 2025.

Wolf Group Capital Advisors held 1,778 shares of AstraZeneca worth $261K as of Q1 2025.
AstraZeneca was a new Wolf Group Capital Advisors position in Q1 2025.
AstraZeneca made up 0.09% of Wolf Group Capital Advisors's portfolio in Q1 2025, its #142 holding.
Wolf Group Capital Advisors first reported a position in AstraZeneca in Q2 2016 and has held it in 10 quarters since.
Wolf Group Capital Advisors's AstraZeneca position peaked at $893K in Q2 2018.
1,249 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2025.

Based on Wolf Group Capital Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.