J. Safra Asset Management’s AstraZeneca AZN Stock Holding History

J. Safra Asset Management’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	$682K	Sell	3,599 -1,599	-31%	-$301K	0.03%	151
2026 Q1	$1.03M	Sell	5,198 -8	-0.2%	-$1.54K	0.06%	95
2025 Q4	$957K	Buy	+5,206	New	+$913K	0.05%	102
2016 Q4	–	Sell	-192	Closed	-$13K	–	35
2016 Q3	$13K	Hold	192	–	–	0.02%	148
2016 Q2	$12K	Buy	+192	New	+$11.2K	0.02%	231

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

J. Safra Asset Management's AZN Position: Q2 2026 in Review

J. Safra Asset Management reduced its AstraZeneca (AZN) stake by 31% in Q2 2026, selling an estimated $301K and leaving 3,599 shares worth $682K. The position accounts for 0.03% of the portfolio, ranked #151.

J. Safra Asset Management first reported a position in AZN in Q2 2016 and has held it in 5 quarters since. The position peaked at $1.03M in Q1 2026. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

J. Safra Asset Management held 3,599 shares of AstraZeneca worth $682K as of Q2 2026.
J. Safra Asset Management sold 1,599 AstraZeneca shares in Q2 2026, an estimated $301K.
AstraZeneca made up 0.03% of J. Safra Asset Management's portfolio in Q2 2026, its #151 holding.
J. Safra Asset Management first reported a position in AstraZeneca in Q2 2016 and has held it in 5 quarters since.
J. Safra Asset Management's AstraZeneca position peaked at $1.03M in Q1 2026.
1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on J. Safra Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.