NFSG
AZN icon

Newbridge Financial Services Group’s AstraZeneca AZN Stock Holding History

Newbridge Financial Services 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 		$214K Buy
1,128
+709
+169% +$133K 0.03% 240
2026
Q1 		$82.6K Sell
419
-1
-0.2% -$193 0.01% 342
2025
Q4 		$77.1K Hold
420
– – 0.01% 352
2025
Q3 		$64.3K Hold
420
– – 0.01% 467
2025
Q2 		$58.6K Hold
420
– – 0.01% 476
2025
Q1 		$61.6K Buy
420
+1
+0.2% +$145 0.02% 336
2024
Q4 		$54.9K Buy
+419
New +$58.7K 0.01% 383
2024
Q3 		– Sell
-400
Closed -$62.4K – 692
2024
Q2 		$62.4K Hold
400
– – 0.02% 338
2024
Q1 		$54.2K Buy
+400
New +$53K 0.02% 382
2023
Q4 		– Sell
-728
Closed -$98.6K – 1161
2023
Q3 		$98.6K Hold
728
– – 0.05% 302
2023
Q2 		$104K Sell
728
-114
-14% -$16.8K 0.05% 308
2023
Q1 		$117K Sell
842
-54
-6% -$7.26K 0.06% 288
2022
Q4 		$121K Sell
896
-79
-8% -$9.91K 0.07% 265
2022
Q3 		$107K Buy
975
+2
+0.2% +$254 0.06% 287
2022
Q2 		$129K Sell
973
-23
-2% -$3.02K 0.08% 229
2022
Q1 		$132K Buy
996
+3
+0.3% +$360 0.06% 261
2021
Q4 		$116K Buy
993
+472
+91% +$55.5K 0.05% 276
2021
Q3 		$63K Buy
521
+15
+3% +$1.75K 0.04% 350
2021
Q2 		$61K Hold
506
– – 0.04% 377
2021
Q1 		$50K Buy
506
+106
+27% +$10.7K 0.04% 399
2020
Q4 		$40K Sell
400
-54
-12% -$5.72K 0.03% 372
2020
Q3 		$50K Buy
+454
New +$50.5K 0.05% 317

Other funds holding AZN

EP
Evelyn Partners London $46.9B AUM
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Newbridge Financial Services Group's AZN Position: Q2 2026 in Review

Newbridge Financial Services Group increased its AstraZeneca (AZN) stake by 169% in Q2 2026, buying an estimated $133K and bringing the position to 1,128 shares worth $214K. The position accounts for 0.03% of the portfolio, ranked #240.

Newbridge Financial Services Group first reported a position in AZN in Q3 2020 and has held it in 22 quarters since. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Newbridge Financial Services Group held 1,128 shares of AstraZeneca worth $214K as of Q2 2026.
  • Newbridge Financial Services Group bought 709 AstraZeneca shares in Q2 2026, an estimated $133K.
  • AstraZeneca made up 0.03% of Newbridge Financial Services Group's portfolio in Q2 2026, its #240 holding.
  • Newbridge Financial Services Group first reported a position in AstraZeneca in Q3 2020 and has held it in 22 quarters since.
  • 1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.