Bare Financial Services’s AstraZeneca AZN Stock Holding History

Bare Financial Services’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 Q1	–	Sell	-59	Closed	-$10.8K	–	1746
2025 Q4	$10.8K	Sell	59 -1	-2%	-$175	﹤0.01%	223
2025 Q3	$9.21K	Buy	60 +3	+5%	+$454	﹤0.01%	263
2025 Q2	$7.97K	Buy	57 +40	+235%	+$5.61K	﹤0.01%	248
2025 Q1	$2.43K	Buy	+17	New	+$2.46K	﹤0.01%	210

Other funds holding AZN

Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VAM

Vanguard Asset Management London, Ec4n 8af $117B AUM

Bare Financial Services's AZN Position: Q1 2026 in Review

Bare Financial Services sold out of AstraZeneca (AZN) in Q1 2026, closing a stake of 59 shares — an estimated $10.8K sold.

Bare Financial Services first reported a position in AZN in Q1 2025 and held it in 4 quarters. The position peaked at $10.8K in Q4 2025. 1,377 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

Bare Financial Services reported no remaining AstraZeneca position as of Q1 2026 after selling out during the quarter.
Bare Financial Services sold 59 AstraZeneca shares in Q1 2026, an estimated $10.8K.
Bare Financial Services first reported a position in AstraZeneca in Q1 2025 and held it in 4 quarters.
Bare Financial Services's AstraZeneca position peaked at $10.8K in Q4 2025.
1,377 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

Based on Bare Financial Services's 13F filing for Q1 2026, filed 14 May 2026.