Montrusco Bolton Investments 13F: Cuts AZN Stake by $6.9M
The investment firm trimmed its holdings in AstraZeneca by 19.3%, reflecting a strategic shift.
Reviewed by automated data checks against the source filing. How we make and check alerts
Montrusco Bolton Investments sold 42,009 shares from its stake in AstraZeneca PLC ($AZN), a 19.26% decrease, according to a 13F filing with the SEC dated October 13, 2026. It reported 176,054 shares worth $28.72 million at the end of the quarter.
Since the filing, $AZN is up 6.2% to date (from the $155.82 close on Oct 13, 2026).
Find the original: Montrusco Bolton Investments 13F filings on SEC EDGAR
AZN
AstraZeneca PLC
Key Points
- Montrusco Bolton Investments cut its AstraZeneca position by 19.3%, selling 42,009 shares to hold 176,054 shares worth $28.7 million.
- AstraZeneca, a major player in the healthcare sector, has a market cap of $260.7 billion and a P/E ratio of 25.2.
- AstraZeneca offers a 1.93% dividend yield and is expected to report earnings on October 30, 2026.
Get $AZN trade alerts by text
We text you when insiders, Congress or big funds trade $AZN. Free.
Not investment advice. EarningsIQ is not a registered investment adviser, and this automated AstraZeneca PLC alert may contain errors. Disclosures
Montrusco Bolton Investments has decided to trim its stake in AstraZeneca PLC (NYSE:AZN). The firm cut its holdings by 19.3%, selling 42,009 shares. As of the latest filing, Montrusco Bolton holds 176,054 shares valued at approximately $28.7 million. This filing represents the firm's position as of the end of the reporting period and may not reflect its current holdings.
Montrusco Bolton Investments vs. the S&P 500
Hypothetical returns from Montrusco Bolton Investments's disclosed trades, not real profit or advice. How we model this.
What Changed in Montrusco Bolton Investments' AstraZeneca Position
Montrusco Bolton Investments reduced its AstraZeneca stake by 19.3%, selling 42,009 shares in the process. Previously, the firm held 218,063 shares but now holds 176,054 shares. The value of this position is reported at about $28.7 million.
AstraZeneca PLC Stock Holds Steady
AstraZeneca PLC, trading on the NYSE under the ticker AZN, is a prominent name in the healthcare sector. As of the latest data, it boasts a market cap of approximately $260.7 billion. The company's P/E ratio stands at 25.2, with a forward P/E of 14.5, indicating expectations for future earnings growth. AstraZeneca has a low beta of 0.205, suggesting lower volatility compared to the market. The stock's 52-week range spans from $145.80 to $212.71, with moving averages of $164.20 (50-day) and $182.92 (200-day). The company has a current ratio of 0.886 and a quick ratio of 0.664, alongside a debt-to-equity ratio of 64.225.
Recent Earnings
AstraZeneca reported revenue of $61.4 billion, with a revenue growth rate of 6.4%. The company's net margin stands at 17%, and it has a return on equity of 21.97%. Its next earnings report is scheduled for October 30, 2026.
Dividend
AstraZeneca offers an annual dividend rate of $3.20, yielding 1.93% for its shareholders. The dividend payout ratio is 47.41%, indicating a balanced approach to returning profits to shareholders.
About AstraZeneca
AstraZeneca PLC is a global biopharmaceutical company focused on the discovery, development, and commercialization of prescription medicines. Headquartered in Cambridge, United Kingdom, it operates in the healthcare sector, specifically in the drug manufacturing industry. AstraZeneca's product portfolio includes treatments for oncology, cardiovascular, renal, and metabolic diseases, as well as respiratory and immunology ailments. The company is led by CEO Pascal Soriot and employs around 96,100 people worldwide.
Bottom Line
Montrusco Bolton Investments' reduction in AstraZeneca shares reflects a strategic reassessment of its portfolio. Investors often track such institutional moves to gauge sentiment around major companies. As always, it's important to note that 13F filings are backward-looking and may not represent current positions. AstraZeneca remains a key player in the healthcare industry, with strong fundamentals and a solid dividend yield.
Related Filing Alerts
Source: Montrusco Bolton Investments's 13F filing on $AZN (Oct 13, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Find the original filing: Montrusco Bolton Investments 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts