Bearing Point Capital’s AstraZeneca AZN Stock Holding History

Bearing Point Capital’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	$1.13M	Buy	5,942 +80	+1%	+$15K	0.15%	97
2026 Q1	$1.16M	Buy	5,862 +29	+0.5%	+$5.59K	0.18%	90
2025 Q4	$1.07M	Buy	5,833 +297	+5%	+$52.1K	0.17%	99
2025 Q3	$849K	Sell	5,536 -463	-8%	-$70.1K	0.15%	97
2025 Q2	$838K	Sell	5,999 -512	-8%	-$71.8K	0.15%	95
2025 Q1	$957K	Buy	6,511 +807	+14%	+$117K	0.2%	91
2024 Q4	$747K	Buy	+5,704	New	+$799K	0.16%	100

Other funds holding AZN

Evelyn Partners London $46.9B AUM

Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bearing Point Capital's AZN Position: Q2 2026 in Review

Bearing Point Capital increased its AstraZeneca (AZN) stake by 1.4% in Q2 2026, buying an estimated $15K and bringing the position to 5,942 shares worth $1.13M. The position accounts for 0.15% of the portfolio, ranked #97.

Bearing Point Capital first reported a position in AZN in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.16M in Q1 2026. 1,502 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Bearing Point Capital held 5,942 shares of AstraZeneca worth $1.13M as of Q2 2026.
Bearing Point Capital bought 80 AstraZeneca shares in Q2 2026, an estimated $15K.
AstraZeneca made up 0.15% of Bearing Point Capital's portfolio in Q2 2026, its #97 holding.
Bearing Point Capital first reported a position in AstraZeneca in Q4 2024 and has held it in 7 quarters since.
Bearing Point Capital's AstraZeneca position peaked at $1.16M in Q1 2026.
1,502 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Bearing Point Capital's 13F filing for Q2 2026, filed 11 Aug 2026.