Wellington Group’s AstraZeneca AZN Stock Holding History

Wellington 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	–	Sell	-225	Closed	-$44.4K	–	165
2026 Q1	$44.4K	Sell	225 -69	-23%	-$13.3K	0.01%	277
2025 Q4	$54K	Buy	+294	New	+$51.6K	0.02%	251

Other funds holding AZN

Evelyn Partners London $46.9B AUM

Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Group's AZN Position: Q2 2026 in Review

Wellington Group sold out of AstraZeneca (AZN) in Q2 2026, closing a stake of 225 shares — an estimated $44.4K sold.

Wellington Group first reported a position in AZN in Q4 2025 and held it in 2 quarters. The position peaked at $54K in Q4 2025. 1,498 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Wellington Group reported no remaining AstraZeneca position as of Q2 2026 after selling out during the quarter.
Wellington Group sold 225 AstraZeneca shares in Q2 2026, an estimated $44.4K.
Wellington Group first reported a position in AstraZeneca in Q4 2025 and held it in 2 quarters.
Wellington Group's AstraZeneca position peaked at $54K in Q4 2025.
1,498 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

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