Burling Wealth Partners’s AstraZeneca AZN Stock Holding History

Burling Wealth Partners’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	$2.48M	Sell	12,554 -357	-3%	-$68.8K	0.4%	61
2025 Q4	$2.37M	Buy	12,911 +43	+0.3%	+$7.54K	0.37%	63
2025 Q3	$1.97M	Sell	12,868 -5,769	-31%	-$873K	0.33%	70
2025 Q2	$2.6M	Sell	18,637 -4,944	-21%	-$693K	0.48%	59
2025 Q1	$3.47M	Sell	23,581 -6,151	-21%	-$890K	0.73%	46
2024 Q4	$3.9M	Buy	+29,732	New	+$4.16M	0.8%	39

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

Burling Wealth Partners's AZN Position: Q1 2026 in Review

Burling Wealth Partners reduced its AstraZeneca (AZN) stake by 2.8% in Q1 2026, selling an estimated $68.8K and leaving 12,554 shares worth $2.48M. The position accounts for 0.4% of the portfolio, ranked #61.

Burling Wealth Partners first reported a position in AZN in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.9M in Q4 2024. 1,377 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

Burling Wealth Partners held 12,554 shares of AstraZeneca worth $2.48M as of Q1 2026.
Burling Wealth Partners sold 357 AstraZeneca shares in Q1 2026, an estimated $68.8K.
AstraZeneca made up 0.4% of Burling Wealth Partners's portfolio in Q1 2026, its #61 holding.
Burling Wealth Partners first reported a position in AstraZeneca in Q4 2024 and has held it in 6 quarters since.
Burling Wealth Partners's AstraZeneca position peaked at $3.9M in Q4 2024.
1,377 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

Based on Burling Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.