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Balboa Wealth Partners’s AstraZeneca AZN Stock Holding History

Balboa Wealth Partners’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
2026
Q2 		$216K Sell
1,141
-64
-5% -$12K 0.03% 424
2026
Q1 		$238K Buy
1,205
+8
+0.7% +$1.54K 0.04% 364
2025
Q4 		$220K Buy
+1,197
New +$210K 0.04% 359

Other funds holding AZN

EP
Evelyn Partners London $46.9B AUM
IA
Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Balboa Wealth Partners's AZN Position: Q2 2026 in Review

Balboa Wealth Partners reduced its AstraZeneca (AZN) stake by 5.3% in Q2 2026, selling an estimated $12K and leaving 1,141 shares worth $216K. The position accounts for 0.03% of the portfolio, ranked #424.

Balboa Wealth Partners first reported a position in AZN in Q4 2025 and has held it in 3 quarters since. The position peaked at $238K in Q1 2026. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Balboa Wealth Partners held 1,141 shares of AstraZeneca worth $216K as of Q2 2026.
  • Balboa Wealth Partners sold 64 AstraZeneca shares in Q2 2026, an estimated $12K.
  • AstraZeneca made up 0.03% of Balboa Wealth Partners's portfolio in Q2 2026, its #424 holding.
  • Balboa Wealth Partners first reported a position in AstraZeneca in Q4 2025 and has held it in 3 quarters since.
  • Balboa Wealth Partners's AstraZeneca position peaked at $238K in Q1 2026.
  • 1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.