AFT
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Alpha Family Trust’s AstraZeneca AZN Stock Holding History

Alpha Family Trust’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 		$212K Hold
1,120
– – 0.09% 193
2026
Q1 		$221K Hold
1,120
– – 0.11% 184
2025
Q4 		$206K Buy
+1,120
New +$196K 0.09% 193

Other funds holding AZN

EP
Evelyn Partners London $46.9B AUM
IA
Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Alpha Family Trust's AZN Position: Q2 2026 in Review

Alpha Family Trust held its AstraZeneca (AZN) position steady in Q2 2026 at 1,120 shares worth $212K. The position accounts for 0.09% of the portfolio, ranked #193.

Alpha Family Trust first reported a position in AZN in Q4 2025 and has held it in 3 quarters since. The position peaked at $221K in Q1 2026. 1,507 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Alpha Family Trust held 1,120 shares of AstraZeneca worth $212K as of Q2 2026.
  • Alpha Family Trust left its AstraZeneca share count unchanged in Q2 2026.
  • AstraZeneca made up 0.09% of Alpha Family Trust's portfolio in Q2 2026, its #193 holding.
  • Alpha Family Trust first reported a position in AstraZeneca in Q4 2025 and has held it in 3 quarters since.
  • Alpha Family Trust's AstraZeneca position peaked at $221K in Q1 2026.
  • 1,507 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Alpha Family Trust's 13F filing for Q2 2026, filed 10 Aug 2026.