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 Q2	$2.37M	Sell	12,476 -78	-0.6%	-$14.7K	0.35%	68
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

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

Burling Wealth Partners's AZN Position: Q2 2026 in Review

Burling Wealth Partners reduced its AstraZeneca (AZN) stake by 0.62% in Q2 2026, selling an estimated $14.7K and leaving 12,476 shares worth $2.37M. The position accounts for 0.35% of the portfolio, ranked #68.

Burling Wealth Partners first reported a position in AZN in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.9M in Q4 2024. 1,502 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Burling Wealth Partners held 12,476 shares of AstraZeneca worth $2.37M as of Q2 2026.
Burling Wealth Partners sold 78 AstraZeneca shares in Q2 2026, an estimated $14.7K.
AstraZeneca made up 0.35% of Burling Wealth Partners's portfolio in Q2 2026, its #68 holding.
Burling Wealth Partners first reported a position in AstraZeneca in Q4 2024 and has held it in 7 quarters since.
Burling Wealth Partners's AstraZeneca position peaked at $3.9M in Q4 2024.
1,502 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Burling Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.