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Bellevue Group’s AstraZeneca AZN Stock Holding History

Bellevue Group’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
-15,216
Closed -$2.8M – 160
2025
Q4 		$2.8M Sell
15,216
-2,606
-15% -$457K 0.05% 90
2025
Q3 		$2.73M Sell
17,822
-1,378
-7% -$209K 0.06% 91
2025
Q2 		$2.68M Sell
19,200
-800
-4% -$112K 0.06% 90
2025
Q1 		$2.94M Buy
20,000
+2,150
+12% +$311K 0.07% 97
2024
Q4 		$2.34M Buy
17,850
+1,100
+7% +$154K 0.05% 106
2024
Q3 		$2.61M Sell
16,750
-4,350
-21% -$702K 0.04% 103
2024
Q2 		$3.29M Buy
21,100
+9,500
+82% +$1.43M 0.05% 101
2024
Q1 		$1.57M Sell
11,600
-14,200
-55% -$1.88M 0.02% 112
2023
Q4 		$3.48M Sell
25,800
-16,500
-39% -$2.14M 0.05% 102
2023
Q3 		$5.73M Sell
42,300
-500
-1% -$68.3K 0.09% 99
2023
Q2 		$6.13M Buy
42,800
+7,000
+20% +$1.03M 0.09% 98
2023
Q1 		$4.97M Buy
35,800
+1,550
+5% +$209K 0.07% 104
2022
Q4 		$4.65M Buy
34,250
+12,050
+54% +$1.51M 0.06% 111
2022
Q3 		$2.46M Sell
22,200
-21,300
-49% -$2.7M 0.04% 119
2022
Q2 		$5.75M Sell
43,500
-1,300
-3% -$171K 0.08% 111
2022
Q1 		$5.94M Buy
44,800
+15,300
+52% +$1.83M 0.07% 113
2021
Q4 		$3.44M Buy
+29,500
New +$3.47M 0.04% 134

Other funds holding AZN

IA
Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return
VCM
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VAM
Vanguard Asset Management London, Ec4n 8af $148B AUM

Bellevue Group's AZN Position: Q1 2026 in Review

Bellevue Group sold out of AstraZeneca (AZN) in Q1 2026, closing a stake of 15,216 shares — an estimated $2.8M sold.

Bellevue Group first reported a position in AZN in Q4 2021 and held it in 17 quarters. The position peaked at $6.13M in Q2 2023. 1,383 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

  • Bellevue Group reported no remaining AstraZeneca position as of Q1 2026 after selling out during the quarter.
  • Bellevue Group sold 15,216 AstraZeneca shares in Q1 2026, an estimated $2.8M.
  • Bellevue Group first reported a position in AstraZeneca in Q4 2021 and held it in 17 quarters.
  • Bellevue Group's AstraZeneca position peaked at $6.13M in Q2 2023.
  • 1,383 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

Based on Bellevue Group's 13F filing for Q1 2026, filed 15 May 2026.