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BOK Financial Private Wealth’s AstraZeneca AZN Stock Holding History

BOK Financial Private Wealth’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
Q1 		$16.6K Sell
84
-156
-65% -$30.1K ﹤0.01% 326
2025
Q4 		$44K Hold
240
– – ﹤0.01% 293
2025
Q3 		$36.7K Hold
240
– – ﹤0.01% 272
2025
Q2 		$33.5K Sell
240
-164
-41% -$23K ﹤0.01% 278
2025
Q1 		$59.3K Buy
404
+268
+197% +$38.8K ﹤0.01% 246
2024
Q4 		$17.7K Sell
136
-34
-20% -$4.76K ﹤0.01% 337
2024
Q3 		$26.5K Sell
170
-166
-49% -$26.8K ﹤0.01% 316
2024
Q2 		$52.3K Buy
336
+166
+98% +$25K ﹤0.01% 252
2024
Q1 		$23K Buy
170
+1
+0.6% +$132 ﹤0.01% 317
2023
Q4 		$22.7K Buy
169
+85
+101% +$11.1K ﹤0.01% 312
2023
Q3 		$11.4K Sell
84
-4
-5% -$546 ﹤0.01% 317
2023
Q2 		$12.5K Sell
88
-16
-15% -$2.35K ﹤0.01% 306
2023
Q1 		$14.4K Buy
104
+3
+3% +$404 ﹤0.01% 328
2022
Q4 		$13.6K Sell
101
-14,684
-99% -$1.84M ﹤0.01% 313
2022
Q3 		$1.62M Buy
14,785
+2,000
+16% +$254K 0.15% 86
2022
Q2 		$1.69M Sell
12,785
-204
-2% -$26.8K 0.15% 89
2022
Q1 		$1.72M Buy
+12,989
New +$1.56M 0.12% 105

Other funds holding AZN

IA
Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VAM
Vanguard Asset Management London, Ec4n 8af $117B AUM

BOK Financial Private Wealth's AZN Position: Q1 2026 in Review

BOK Financial Private Wealth reduced its AstraZeneca (AZN) stake by 65% in Q1 2026, selling an estimated $30.1K and leaving 84 shares worth $16.6K. The position accounts for ﹤0.01% of the portfolio, ranked #326.

BOK Financial Private Wealth first reported a position in AZN in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.72M in Q1 2022. 1,377 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

  • BOK Financial Private Wealth held 84 shares of AstraZeneca worth $16.6K as of Q1 2026.
  • BOK Financial Private Wealth sold 156 AstraZeneca shares in Q1 2026, an estimated $30.1K.
  • AstraZeneca made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q1 2026, its #326 holding.
  • BOK Financial Private Wealth first reported a position in AstraZeneca in Q1 2022 and has held it in 17 quarters since.
  • BOK Financial Private Wealth's AstraZeneca position peaked at $1.72M in Q1 2022.
  • 1,377 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

Based on BOK Financial Private Wealth's 13F filing for Q1 2026, filed 12 May 2026.