De Burlo Group’s AstraZeneca AZN Stock Holding History

De Burlo 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 Q2	$1.09M	Sell	5,753 -171	-3%	-$32.2K	0.2%	59
2026 Q1	$1.17M	Buy	5,924 +111	+2%	+$21.4K	0.26%	53
2025 Q4	$1.07M	Hold	5,813	–	–	0.13%	54
2025 Q3	$892K	Hold	5,813	–	–	0.11%	55
2025 Q2	$812K	Sell	5,813 -508	-8%	-$71.2K	0.11%	59
2025 Q1	$929K	Sell	6,321 -200	-3%	-$28.9K	0.14%	56
2024 Q4	$854K	Sell	6,521 -318	-5%	-$44.5K	0.11%	56
2024 Q3	$1.07M	Sell	6,839 -514	-7%	-$83K	0.13%	55
2024 Q2	$1.15M	Hold	7,353	–	–	0.15%	52
2024 Q1	$996K	Sell	7,353 -793	-10%	-$105K	0.13%	55
2023 Q4	$1.1M	Hold	8,146	–	–	0.19%	53
2023 Q3	$1.1M	Hold	8,146	–	–	0.19%	53
2023 Q2	$1.17M	Hold	8,146	–	–	0.19%	61
2023 Q1	$1.13M	Hold	8,146	–	–	0.22%	63
2022 Q4	$1.1M	Hold	8,146	–	–	0.25%	55
2022 Q3	$893K	Buy	+8,146	New	+$1.03M	0.21%	56
2022 Q2	–	Sell	-8,382	Closed	-$1.11M	–	97
2022 Q1	$1.11M	Hold	8,382	–	–	0.21%	58
2021 Q4	$976K	Buy	8,382 +223	+3%	+$26.2K	0.14%	72
2021 Q3	$980K	Buy	+8,159	New	+$950K	0.16%	70

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

De Burlo Group's AZN Position: Q2 2026 in Review

De Burlo Group reduced its AstraZeneca (AZN) stake by 2.9% in Q2 2026, selling an estimated $32.2K and leaving 5,753 shares worth $1.09M. The position accounts for 0.2% of the portfolio, ranked #59.

De Burlo Group first reported a position in AZN in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.17M in Q1 2026. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

De Burlo Group held 5,753 shares of AstraZeneca worth $1.09M as of Q2 2026.
De Burlo Group sold 171 AstraZeneca shares in Q2 2026, an estimated $32.2K.
AstraZeneca made up 0.2% of De Burlo Group's portfolio in Q2 2026, its #59 holding.
De Burlo Group first reported a position in AstraZeneca in Q3 2021 and has held it in 19 quarters since.
De Burlo Group's AstraZeneca position peaked at $1.17M in Q1 2026.
1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on De Burlo Group's 13F filing for Q2 2026, filed 13 Aug 2026.