James T. Borello
AZN icon

James T. Borello’s AstraZeneca AZN Stock Holding History

James T. Borello’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
Q3 		$130K Buy
807
+199
+33% +$33.2K 0.03% 146
2026
Q2 		$115K Sell
608
-206
-25% -$38.7K 0.02% 156
2026
Q1 		$161K Buy
814
+802
+6,683% +$155K 0.04% 118
2025
Q4 		$2.11K Buy
+12
New +$2.1K ﹤0.01% 773

Other funds holding AZN

Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Generali Asset Management
Generali Asset Management Trieste, Italy $5.73B AUM 29.6% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

James T. Borello's AZN Position: Q3 2026 in Review

James T. Borello increased its AstraZeneca (AZN) stake by 33% in Q3 2026, buying an estimated $33.2K and bringing the position to 807 shares worth $130K. The position accounts for 0.03% of the portfolio, ranked #146.

James T. Borello first reported a position in AZN in Q4 2025 and has held it in 4 quarters since. The position peaked at $161K in Q1 2026. 521 funds tracked by Wall St. Rank hold AZN as of Q3 2026.

  • James T. Borello held 807 shares of AstraZeneca worth $130K as of Q3 2026.
  • James T. Borello bought 199 AstraZeneca shares in Q3 2026, an estimated $33.2K.
  • AstraZeneca made up 0.03% of James T. Borello's portfolio in Q3 2026, its #146 holding.
  • James T. Borello first reported a position in AstraZeneca in Q4 2025 and has held it in 4 quarters since.
  • James T. Borello's AstraZeneca position peaked at $161K in Q1 2026.
  • 521 funds tracked by Wall St. Rank held AstraZeneca as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.