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Montrusco Bolton Investments’s AstraZeneca AZN Stock Holding History

Montrusco Bolton Investments’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 		$40.8M Buy
+218,063
New +$41M 0.63% 31

Other funds holding AZN

EPGL
Evelyn Partners Group Ltd London $46.9B AUM
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SAM
SEB Asset Management Stockholm $26.6B AUM
CDDEC
Caisse Des Depots Et Consignations Paris, France $5.91B AUM 35.65% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
MGP
M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Montrusco Bolton Investments's AZN Position: Q2 2026 in Review

Montrusco Bolton Investments opened a new position in AstraZeneca (AZN) in Q2 2026: 218,063 shares worth $40.8M. The stake represents 0.63% of the portfolio and ranks #31 among its holdings.

906 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Montrusco Bolton Investments held 218,063 shares of AstraZeneca worth $40.8M as of Q2 2026.
  • AstraZeneca was a new Montrusco Bolton Investments position in Q2 2026.
  • AstraZeneca made up 0.63% of Montrusco Bolton Investments's portfolio in Q2 2026, its #31 holding.
  • 906 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Montrusco Bolton Investments's 13F filing for Q2 2026, filed 21 Jul 2026.