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Zynergy Retirement Planning’s AstraZeneca AZN Stock Holding History

Zynergy Retirement Planning’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
-11
Closed -$1.38K – 28
2025
Q1 		$1.38K Hold
11
– – ﹤0.01% 105
2024
Q4 		$1.64K Hold
11
– – ﹤0.01% 98
2024
Q3 		$1.64K Hold
11
– – ﹤0.01% 98
2024
Q2 		$1.64K Buy
+11
New +$1.66K ﹤0.01% 109

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Zynergy Retirement Planning's AZN Position: Q2 2025 in Review

Zynergy Retirement Planning sold out of AstraZeneca (AZN) in Q2 2025, closing a stake of 11 shares — an estimated $1.38K sold.

Zynergy Retirement Planning first reported a position in AZN in Q2 2024 and held it in 4 quarters. The position peaked at $1.64K in Q2 2024. 1,222 funds tracked by Wall St. Rank hold AZN as of Q2 2025.

  • Zynergy Retirement Planning reported no remaining AstraZeneca position as of Q2 2025 after selling out during the quarter.
  • Zynergy Retirement Planning sold 11 AstraZeneca shares in Q2 2025, an estimated $1.38K.
  • Zynergy Retirement Planning first reported a position in AstraZeneca in Q2 2024 and held it in 4 quarters.
  • Zynergy Retirement Planning's AstraZeneca position peaked at $1.64K in Q2 2024.
  • 1,222 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2025.

Based on Zynergy Retirement Planning's 13F filing for Q2 2025, filed 4 Sep 2025.