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Kelleher Financial Advisors’s AstraZeneca AZN Stock Holding History

Kelleher Financial Advisors’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 		– Sell
-3,015
Closed -$211K – 864
2026
Q1 		$211K Buy
3,015
+1,633
+118% +$315K 0.05% 194
2025
Q4 		$254K Hold
1,382
– – 0.06% 186
2025
Q3 		$212K Sell
1,382
-126
-8% -$19.1K 0.05% 176
2025
Q2 		$211K Buy
+1,508
New +$211K 0.07% 131

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

Kelleher Financial Advisors's AZN Position: Q2 2026 in Review

Kelleher Financial Advisors sold out of AstraZeneca (AZN) in Q2 2026, closing a stake of 3,015 shares — an estimated $211K sold.

Kelleher Financial Advisors first reported a position in AZN in Q2 2025 and held it in 4 quarters. The position peaked at $254K in Q4 2025. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Kelleher Financial Advisors reported no remaining AstraZeneca position as of Q2 2026 after selling out during the quarter.
  • Kelleher Financial Advisors sold 3,015 AstraZeneca shares in Q2 2026, an estimated $211K.
  • Kelleher Financial Advisors first reported a position in AstraZeneca in Q2 2025 and held it in 4 quarters.
  • Kelleher Financial Advisors's AstraZeneca position peaked at $254K in Q4 2025.
  • 1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.