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James T. Borello RIA’s AstraZeneca AZN Stock Holding History

James T. Borello RIA’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
Q3 		$130K Buy
807
+199
+33% +$33.2K 0.03% 146
2026
Q2 		$115K Sell
608
-206
-25% -$38.7K 0.02% 156
2026
Q1 		$161K Buy
814
+802
+6,683% +$155K 0.04% 118
2025
Q4 		$2.11K Buy
+12
New +$2.1K ﹤0.01% 773

Other funds holding AZN

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
OP
Oslo Pensjonsforsikring Oslo $863M AUM 18.29% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return

James T. Borello RIA's AZN Position: Q3 2026 in Review

James T. Borello RIA increased its AstraZeneca (AZN) stake by 33% in Q3 2026, buying an estimated $33.2K and bringing the position to 807 shares worth $130K. The position accounts for 0.03% of the portfolio, ranked #146.

James T. Borello RIA first reported a position in AZN in Q4 2025 and has held it in 4 quarters since. The position peaked at $161K in Q1 2026. 197 funds tracked by Wall St. Rank hold AZN as of Q3 2026.

  • James T. Borello RIA held 807 shares of AstraZeneca worth $130K as of Q3 2026.
  • James T. Borello RIA bought 199 AstraZeneca shares in Q3 2026, an estimated $33.2K.
  • AstraZeneca made up 0.03% of James T. Borello RIA's portfolio in Q3 2026, its #146 holding.
  • James T. Borello RIA first reported a position in AstraZeneca in Q4 2025 and has held it in 4 quarters since.
  • James T. Borello RIA's AstraZeneca position peaked at $161K in Q1 2026.
  • 197 funds tracked by Wall St. Rank held AstraZeneca as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.