Bruce G. Allen Investments’s AstraZeneca AZN Stock Holding History

Bruce G. Allen Investments’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	$120K	Buy	633 +13	+2%	+$2.44K	0.08%	134
2026 Q1	$122K	Sell	620 -96	-13%	-$18.5K	0.08%	131
2025 Q4	$132K	Sell	716 -236	-25%	-$41.4K	0.09%	120
2025 Q3	$146K	Buy	952 +295	+45%	+$44.6K	0.1%	110
2025 Q2	$91.8K	Sell	657 -62	-9%	-$8.69K	0.07%	166
2025 Q1	$106K	Buy	719 +222	+45%	+$32.1K	0.08%	134
2024 Q4	$65.1K	Sell	497 -40	-7%	-$5.6K	0.05%	214
2024 Q3	$83.6K	Buy	537 +107	+25%	+$17.3K	0.06%	178
2024 Q2	$67.1K	Buy	430 +69	+19%	+$10.4K	0.06%	198
2024 Q1	$48.9K	Buy	361 +5	+1%	+$662	0.04%	246
2023 Q4	$48K	Buy	+356	New	+$46.3K	0.04%	237

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

Bruce G. Allen Investments's AZN Position: Q2 2026 in Review

Bruce G. Allen Investments increased its AstraZeneca (AZN) stake by 2.1% in Q2 2026, buying an estimated $2.44K and bringing the position to 633 shares worth $120K. The position accounts for 0.08% of the portfolio, ranked #134.

Bruce G. Allen Investments first reported a position in AZN in Q4 2023 and has held it in 11 quarters since. The position peaked at $146K in Q3 2025. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Bruce G. Allen Investments held 633 shares of AstraZeneca worth $120K as of Q2 2026.
Bruce G. Allen Investments bought 13 AstraZeneca shares in Q2 2026, an estimated $2.44K.
AstraZeneca made up 0.08% of Bruce G. Allen Investments's portfolio in Q2 2026, its #134 holding.
Bruce G. Allen Investments first reported a position in AstraZeneca in Q4 2023 and has held it in 11 quarters since.
Bruce G. Allen Investments's AstraZeneca position peaked at $146K in Q3 2025.
1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.