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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
Q2 		$31.1K Buy
164
+80
+95% +$15K ﹤0.01% 319
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

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

BOK Financial Private Wealth's AZN Position: Q2 2026 in Review

BOK Financial Private Wealth increased its AstraZeneca (AZN) stake by 95% in Q2 2026, buying an estimated $15K and bringing the position to 164 shares worth $31.1K. The position accounts for ﹤0.01% of the portfolio, ranked #319.

BOK Financial Private Wealth first reported a position in AZN in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.72M in Q1 2022. 1,502 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • BOK Financial Private Wealth held 164 shares of AstraZeneca worth $31.1K as of Q2 2026.
  • BOK Financial Private Wealth bought 80 AstraZeneca shares in Q2 2026, an estimated $15K.
  • AstraZeneca made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q2 2026, its #319 holding.
  • BOK Financial Private Wealth first reported a position in AstraZeneca in Q1 2022 and has held it in 18 quarters since.
  • BOK Financial Private Wealth's AstraZeneca position peaked at $1.72M in Q1 2022.
  • 1,502 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.