BridgePort Financial Solutions’s AstraZeneca AZN Stock Holding History

BridgePort Financial Solutions’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	$347K	Sell	1,830 -64	-3%	-$12K	0.09%	168
2026 Q1	$373K	Sell	1,894 -1	-0.1%	-$193	0.11%	152
2025 Q4	$348K	Hold	1,895	–	–	0.09%	167
2025 Q3	$291K	Buy	1,895 +400	+27%	+$60.5K	0.08%	182
2025 Q2	$209K	Hold	1,495	–	–	0.07%	187
2025 Q1	$220K	Hold	1,495	–	–	0.1%	147
2024 Q4	$226K	Buy	+1,495	New	+$209K	0.1%	144

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

BridgePort Financial Solutions's AZN Position: Q2 2026 in Review

BridgePort Financial Solutions reduced its AstraZeneca (AZN) stake by 3.4% in Q2 2026, selling an estimated $12K and leaving 1,830 shares worth $347K. The position accounts for 0.09% of the portfolio, ranked #168.

BridgePort Financial Solutions first reported a position in AZN in Q4 2024 and has held it in 7 quarters since. The position peaked at $373K in Q1 2026. 1,502 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

BridgePort Financial Solutions held 1,830 shares of AstraZeneca worth $347K as of Q2 2026.
BridgePort Financial Solutions sold 64 AstraZeneca shares in Q2 2026, an estimated $12K.
AstraZeneca made up 0.09% of BridgePort Financial Solutions's portfolio in Q2 2026, its #168 holding.
BridgePort Financial Solutions first reported a position in AstraZeneca in Q4 2024 and has held it in 7 quarters since.
BridgePort Financial Solutions's AstraZeneca position peaked at $373K in Q1 2026.
1,502 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on BridgePort Financial Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.