AL
AZN icon

Aspiriant LLC’s AstraZeneca AZN Stock Holding History

Aspiriant LLC’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 		$231K Sell
1,217
-179
-13% -$33.7K 0.01% 362
2026
Q1 		$275K Buy
1,396
+112
+9% +$21.6K 0.01% 291
2025
Q4 		$236K Buy
+1,284
New +$225K 0.01% 303
2020
Q4 		– Sell
-1,850
Closed -$203K – 202
2020
Q3 		$203K Buy
+1,850
New +$206K 0.02% 209
2018
Q2 		– Sell
-3,750
Closed -$262K – 246
2018
Q1 		$262K Buy
+3,750
New +$260K 0.02% 207

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

Aspiriant LLC's AZN Position: Q2 2026 in Review

Aspiriant LLC reduced its AstraZeneca (AZN) stake by 13% in Q2 2026, selling an estimated $33.7K and leaving 1,217 shares worth $231K. The position accounts for 0.01% of the portfolio, ranked #362.

Aspiriant LLC first reported a position in AZN in Q1 2018 and has held it in 5 quarters since. The position peaked at $275K in Q1 2026. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Aspiriant LLC held 1,217 shares of AstraZeneca worth $231K as of Q2 2026.
  • Aspiriant LLC sold 179 AstraZeneca shares in Q2 2026, an estimated $33.7K.
  • AstraZeneca made up 0.01% of Aspiriant LLC's portfolio in Q2 2026, its #362 holding.
  • Aspiriant LLC first reported a position in AstraZeneca in Q1 2018 and has held it in 5 quarters since.
  • Aspiriant LLC's AstraZeneca position peaked at $275K in Q1 2026.
  • 1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Aspiriant LLC's 13F filing for Q2 2026, filed 20 Jul 2026.