REDMONT WEALTH ADVISORS LLC AZN ASTRAZENECA PLC SPONSORED ADR

Ownership history in REDMONT WEALTH ADVISORS LLC  ·  4 quarters on record

AI Ownership Summary

REDMONT WEALTH ADVISORS LLC reported ASTRAZENECA PLC SPONSORED ADR (AZN) in 4 quarterly 13F filings from 2024 Q1 through 2025 Q3. Peak portfolio weight reached 0.09% in 2024 Q2. The latest visible filing shows AZN at 0.07% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AZN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was REDMONT WEALTH ADVISORS LLC's position in ASTRAZENECA PLC SPONSORED ADR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

AZN was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How REDMONT WEALTH ADVISORS LLC held AZN — position size vs. price
% of Fund (quarterly)    AZN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 698 0% 0.07% $49K 2025-11-17 $176.96
2024 Q3 UNCHANGED 698 0% 0.08% $54K 2024-10-16 $151.77
2024 Q2 UNCHANGED 698 0% 0.09% $54K 2024-07-10 $149.76
2024 Q1 INITIATED 698 0.07% $47K 2024-04-19 $132.04

FAQ About REDMONT WEALTH ADVISORS LLC and AZN

These are the practical questions this page is built to answer before you even open the full history table.

How long has REDMONT WEALTH ADVISORS LLC reported owning AZN?

REDMONT WEALTH ADVISORS LLC reported AZN across 4 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported AZN position in REDMONT WEALTH ADVISORS LLC's portfolio?

The largest reported portfolio weight for AZN was 0.09% in 2024 Q2.

What is the latest reported AZN position on this page?

The most recent filing on this page is 2025 Q3, when REDMONT WEALTH ADVISORS LLC reported 698 shares, equal to 0.07% of portfolio, with an estimated market value of $49K.

What does the chart on this AZN ownership page compare?

The chart compares REDMONT WEALTH ADVISORS LLC's quarterly AZN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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