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Park Square Financial Group’s AstraZeneca AZN Stock Holding History

Park Square Financial 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 		$8.15K Sell
43
-16
-27% -$3.01K 0.07% 88
2026
Q1 		$11.6K Buy
+59
New +$11.4K 0.09% 73
2025
Q4 		– Sell
-159
Closed -$24.4K – 245
2025
Q3 		$24.4K Buy
159
+35
+28% +$5.3K 0.11% 75
2025
Q2 		$17.3K Buy
124
+50
+68% +$7.01K 0.01% 496
2025
Q1 		$10.8K Buy
74
+51
+222% +$7.38K 0.01% 578
2024
Q4 		$3.01K Buy
+23
New +$3.22K ﹤0.01% 779

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

Park Square Financial Group's AZN Position: Q2 2026 in Review

Park Square Financial Group reduced its AstraZeneca (AZN) stake by 27% in Q2 2026, selling an estimated $3.01K and leaving 43 shares worth $8.15K. The position accounts for 0.07% of the portfolio, ranked #88.

Park Square Financial Group first reported a position in AZN in Q4 2024 and has held it in 6 quarters since. The position peaked at $24.4K in Q3 2025. 1,502 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Park Square Financial Group held 43 shares of AstraZeneca worth $8.15K as of Q2 2026.
  • Park Square Financial Group sold 16 AstraZeneca shares in Q2 2026, an estimated $3.01K.
  • AstraZeneca made up 0.07% of Park Square Financial Group's portfolio in Q2 2026, its #88 holding.
  • Park Square Financial Group first reported a position in AstraZeneca in Q4 2024 and has held it in 6 quarters since.
  • Park Square Financial Group's AstraZeneca position peaked at $24.4K in Q3 2025.
  • 1,502 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Park Square Financial Group's 13F filing for Q2 2026, filed 31 Jul 2026.