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Callan Family Office’s AstraZeneca AZN Stock Holding History

Callan Family Office’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 		$13.1M Buy
66,457
+1,890
+3% +$364K 0.3% 67
2025
Q4 		$11.9M Buy
64,567
+43,227
+203% +$7.58M 0.26% 75
2025
Q3 		$3.27M Sell
21,340
-6,567
-24% -$994K 0.1% 201
2025
Q2 		$3.9M Buy
27,907
+18,282
+190% +$2.56M 0.12% 181
2025
Q1 		$1.41M Sell
9,625
-1,860
-16% -$269K 0.11% 166
2024
Q4 		$1.5M Buy
+11,485
New +$1.61M 0.1% 181

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

Callan Family Office's AZN Position: Q1 2026 in Review

Callan Family Office increased its AstraZeneca (AZN) stake by 2.9% in Q1 2026, buying an estimated $364K and bringing the position to 66,457 shares worth $13.1M. The position accounts for 0.3% of the portfolio, ranked #67.

Callan Family Office first reported a position in AZN in Q4 2024 and has held it in 6 quarters since. 1,377 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

  • Callan Family Office held 66,457 shares of AstraZeneca worth $13.1M as of Q1 2026.
  • Callan Family Office bought 1,890 AstraZeneca shares in Q1 2026, an estimated $364K.
  • AstraZeneca made up 0.3% of Callan Family Office's portfolio in Q1 2026, its #67 holding.
  • Callan Family Office first reported a position in AstraZeneca in Q4 2024 and has held it in 6 quarters since.
  • 1,377 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.