Aperture Investors’s AstraZeneca AZN Stock Holding History

Aperture Investors’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	$4.9M	Buy	+25,856	New	+$4.86M	0.44%	45
2026 Q1	–	Sell	-16,866	Closed	-$3.1M	–	89
2025 Q4	$3.1M	Hold	16,866	–	–	0.35%	67
2025 Q3	$2.59M	Hold	16,866	–	–	0.35%	59
2025 Q2	$2.36M	Hold	16,866	–	–	0.31%	63
2025 Q1	$2.48M	Hold	16,866	–	–	0.32%	64
2024 Q4	$2.21M	Hold	16,866	–	–	0.28%	66
2024 Q3	$2.63M	Hold	16,866	–	–	0.33%	61
2024 Q2	$2.63M	Hold	16,866	–	–	0.38%	61
2024 Q1	$2.29M	Buy	16,866 +14,696	+677%	+$1.95M	0.29%	66
2023 Q4	$292K	Hold	2,170	–	–	0.05%	74
2023 Q3	$294K	Hold	2,170	–	–	0.05%	76
2023 Q2	$311K	Hold	2,170	–	–	0.04%	79
2023 Q1	$301K	Buy	+2,170	New	+$292K	0.04%	77
2022 Q2	–	Sell	-9,639	Closed	-$1.28M	–	93
2022 Q1	$1.28M	Hold	9,639	–	–	0.17%	71
2021 Q4	$1.12M	Hold	9,639	–	–	0.14%	68
2021 Q3	$1.16M	Hold	9,639	–	–	0.16%	65
2021 Q2	$1.16M	Hold	9,639	–	–	0.13%	81
2021 Q1	$958K	Buy	+9,639	New	+$969K	0.15%	86

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

Aperture Investors's AZN Position: Q2 2026 in Review

Aperture Investors opened a new position in AstraZeneca (AZN) in Q2 2026: 25,856 shares worth $4.9M. The stake represents 0.44% of the portfolio and ranks #45 among its holdings. This is a return to the name: Aperture Investors previously reported a position in AZN as recently as Q4 2025.

Aperture Investors first reported a position in AZN in Q1 2021 and has held it in 18 quarters since. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Aperture Investors held 25,856 shares of AstraZeneca worth $4.9M as of Q2 2026.
AstraZeneca was a new Aperture Investors position in Q2 2026.
AstraZeneca made up 0.44% of Aperture Investors's portfolio in Q2 2026, its #45 holding.
Aperture Investors first reported a position in AstraZeneca in Q1 2021 and has held it in 18 quarters since.
1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Aperture Investors's 13F filing for Q2 2026, filed 14 Aug 2026.