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WELLINGTON-ALTUS USA INC.’s AstraZeneca AZN Stock Holding History

WELLINGTON-ALTUS USA INC.’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 		– Sell
-212
Closed -$39K – 697
2025
Q4 		$39K Buy
+212
New +$37.2K 0.03% 345

Other funds holding AZN

IA
Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Asset Management
Vanguard Asset Management London, Ec4n 8af $148B AUM

WELLINGTON-ALTUS USA INC.'s AZN Position: Q1 2026 in Review

WELLINGTON-ALTUS USA INC. sold out of AstraZeneca (AZN) in Q1 2026, closing a stake of 212 shares — an estimated $39K sold.

WELLINGTON-ALTUS USA INC. first reported a position in AZN in Q4 2025 and held it in 1 quarter. The position peaked at $39K in Q4 2025. 1,386 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

  • WELLINGTON-ALTUS USA INC. reported no remaining AstraZeneca position as of Q1 2026 after selling out during the quarter.
  • WELLINGTON-ALTUS USA INC. sold 212 AstraZeneca shares in Q1 2026, an estimated $39K.
  • WELLINGTON-ALTUS USA INC. first reported a position in AstraZeneca in Q4 2025 and held it in 1 quarter.
  • WELLINGTON-ALTUS USA INC.'s AstraZeneca position peaked at $39K in Q4 2025.
  • 1,386 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

Based on WELLINGTON-ALTUS USA INC.'s 13F filing for Q1 2026, filed 17 Sep 2026.