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Wellspring Financial Advisors’s AstraZeneca AZN Stock Holding History

Wellspring Financial Advisors’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 		$249K Sell
1,316
-392
-23% -$73.7K 0.02% 239
2026
Q1 		$337K Buy
1,708
+331
+24% +$63.8K 0.03% 204
2025
Q4 		$254K Buy
+1,377
New +$242K 0.02% 229

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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

Wellspring Financial Advisors's AZN Position: Q2 2026 in Review

Wellspring Financial Advisors reduced its AstraZeneca (AZN) stake by 23% in Q2 2026, selling an estimated $73.7K and leaving 1,316 shares worth $249K. The position accounts for 0.02% of the portfolio, ranked #239.

Wellspring Financial Advisors first reported a position in AZN in Q4 2025 and has held it in 3 quarters since. The position peaked at $337K in Q1 2026. 443 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Wellspring Financial Advisors held 1,316 shares of AstraZeneca worth $249K as of Q2 2026.
  • Wellspring Financial Advisors sold 392 AstraZeneca shares in Q2 2026, an estimated $73.7K.
  • AstraZeneca made up 0.02% of Wellspring Financial Advisors's portfolio in Q2 2026, its #239 holding.
  • Wellspring Financial Advisors first reported a position in AstraZeneca in Q4 2025 and has held it in 3 quarters since.
  • Wellspring Financial Advisors's AstraZeneca position peaked at $337K in Q1 2026.
  • 443 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.