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 Q2	$13.2M	Buy	69,688 +3,231	+5%	+$608K	0.26%	75
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

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

Callan Family Office's AZN Position: Q2 2026 in Review

Callan Family Office increased its AstraZeneca (AZN) stake by 4.9% in Q2 2026, buying an estimated $608K and bringing the position to 69,688 shares worth $13.2M. The position accounts for 0.26% of the portfolio, ranked #75.

Callan Family Office first reported a position in AZN in Q4 2024 and has held it in 7 quarters since. 1,507 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Callan Family Office held 69,688 shares of AstraZeneca worth $13.2M as of Q2 2026.
Callan Family Office bought 3,231 AstraZeneca shares in Q2 2026, an estimated $608K.
AstraZeneca made up 0.26% of Callan Family Office's portfolio in Q2 2026, its #75 holding.
Callan Family Office first reported a position in AstraZeneca in Q4 2024 and has held it in 7 quarters since.
1,507 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.