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VELA Investment Management’s AstraZeneca AZN Stock Holding History

VELA Investment Management’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 		$920K Sell
4,854
-1,738
-26% -$327K 0.2% 119
2026
Q1 		$1.3M Sell
6,592
-402
-6% -$77.5K 0.3% 97
2025
Q4 		$1.29M Hold
6,994
– – 0.3% 103
2025
Q3 		$1.07M Sell
6,994
-488
-7% -$73.9K 0.26% 113
2025
Q2 		$1.05M Buy
7,482
+1,058
+16% +$148K 0.28% 100
2025
Q1 		$944K Sell
6,424
-846
-12% -$122K 0.3% 103
2024
Q4 		$953K Hold
7,270
– – 0.27% 109
2024
Q3 		$1.13M Sell
7,270
-497
-6% -$80.2K 0.35% 99
2024
Q2 		$1.21M Hold
7,767
– – 0.38% 94
2024
Q1 		$1.05M Buy
7,767
+773
+11% +$102K 0.36% 95
2023
Q4 		$942K Buy
6,994
+405
+6% +$52.6K 0.36% 95
2023
Q3 		$892K Buy
6,589
+941
+17% +$129K 0.39% 85
2023
Q2 		$808K Hold
5,648
– – 0.37% 91
2023
Q1 		$784K Buy
5,648
+1,663
+42% +$224K 0.36% 88
2022
Q4 		$540K Hold
3,985
– – 0.27% 104
2022
Q3 		$437K Buy
3,985
+644
+19% +$81.7K 0.25% 108
2022
Q2 		$441K Buy
3,341
+448
+15% +$58.8K 0.25% 103
2022
Q1 		$384K Buy
2,893
+552
+24% +$66.2K 0.24% 104
2021
Q4 		$273K Buy
+2,341
New +$275K 0.18% 113

Other funds holding AZN

RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ISS
Intesa Sanpaolo SpA. Turin, Italy $2.92B AUM

VELA Investment Management's AZN Position: Q2 2026 in Review

VELA Investment Management reduced its AstraZeneca (AZN) stake by 26% in Q2 2026, selling an estimated $327K and leaving 4,854 shares worth $920K. The position accounts for 0.2% of the portfolio, ranked #119.

VELA Investment Management first reported a position in AZN in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.3M in Q1 2026. 688 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • VELA Investment Management held 4,854 shares of AstraZeneca worth $920K as of Q2 2026.
  • VELA Investment Management sold 1,738 AstraZeneca shares in Q2 2026, an estimated $327K.
  • AstraZeneca made up 0.2% of VELA Investment Management's portfolio in Q2 2026, its #119 holding.
  • VELA Investment Management first reported a position in AstraZeneca in Q4 2021 and has held it in 19 quarters since.
  • VELA Investment Management's AstraZeneca position peaked at $1.3M in Q1 2026.
  • 688 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on VELA Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.