Kestra Advisory Services
AZN icon

Kestra Advisory Services’s AstraZeneca AZN Stock Holding History

Kestra Advisory Services’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
Q3 		$8.36M Buy
51,760
+6,043
+13% +$1.01M 0.02% 643
2026
Q2 		$8.67M Buy
45,717
+1,889
+4% +$355K 0.03% 566
2026
Q1 		$8.64M Sell
43,828
-6,476
-13% -$1.25M 0.03% 519
2025
Q4 		$9.25M Buy
50,304
+1,956
+4% +$343K 0.04% 445
2025
Q3 		$7.42M Buy
48,348
+11,501
+31% +$1.74M 0.03% 506
2025
Q2 		$5.15M Buy
36,847
+2,427
+7% +$340K 0.03% 626
2025
Q1 		$5.06M Sell
34,420
-6,610
-16% -$956K 0.02% 575
2024
Q4 		$5.38M Buy
41,030
+337
+0.8% +$47.2K 0.03% 547
2024
Q3 		$6.34M Sell
40,693
-7,080
-15% -$1.14M 0.03% 514
2024
Q2 		$7.45M Buy
47,773
+2,779
+6% +$418K 0.04% 455
2024
Q1 		$6.1M Buy
44,994
+5,928
+15% +$785K 0.04% 460
2023
Q4 		$5.26M Buy
39,066
+1,091
+3% +$142K 0.04% 431
2023
Q3 		$5.14M Buy
37,975
+6,165
+19% +$842K 0.05% 374
2023
Q2 		$4.55M Sell
31,810
-3,501
-10% -$515K 0.05% 399
2023
Q1 		$4.9M Sell
35,311
-22,663
-39% -$3.05M 0.05% 359
2022
Q4 		$7.86M Buy
57,974
+5,557
+11% +$697K 0.07% 302
2022
Q3 		$5.75M Sell
52,417
-1,368
-3% -$174K 0.06% 339
2022
Q2 		$7.11M Buy
53,785
+8,535
+19% +$1.12M 0.07% 281
2022
Q1 		$6M Buy
45,250
+4,291
+10% +$515K 0.06% 322
2021
Q4 		$4.77M Sell
40,959
-2,682
-6% -$316K 0.05% 384
2021
Q3 		$5.24M Buy
43,641
+11,733
+37% +$1.37M 0.05% 371
2021
Q2 		$3.82M Sell
31,908
-862
-3% -$94.6K 0.04% 431
2021
Q1 		$3.26M Buy
32,770
+2,935
+10% +$295K 0.04% 444
2020
Q4 		$2.99M Buy
29,835
+9,108
+44% +$965K 0.03% 465
2020
Q3 		$2.27M Buy
+20,727
New +$2.31M 0.04% 399

Other funds holding AZN

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Vanguard Asset Management
Vanguard Asset Management London, Ec4n 8af $162B AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM

Kestra Advisory Services's AZN Position: Q3 2026 in Review

Kestra Advisory Services increased its AstraZeneca (AZN) stake by 13% in Q3 2026, buying an estimated $1.01M and bringing the position to 51,760 shares worth $8.36M. The position accounts for 0.02% of the portfolio, ranked #643.

Kestra Advisory Services first reported a position in AZN in Q3 2020 and has held it in 25 quarters since. The position peaked at $9.25M in Q4 2025. 1,222 funds tracked by Wall St. Rank hold AZN as of Q3 2026.

  • Kestra Advisory Services held 51,760 shares of AstraZeneca worth $8.36M as of Q3 2026.
  • Kestra Advisory Services bought 6,043 AstraZeneca shares in Q3 2026, an estimated $1.01M.
  • AstraZeneca made up 0.02% of Kestra Advisory Services's portfolio in Q3 2026, its #643 holding.
  • Kestra Advisory Services first reported a position in AstraZeneca in Q3 2020 and has held it in 25 quarters since.
  • Kestra Advisory Services's AstraZeneca position peaked at $9.25M in Q4 2025.
  • 1,222 funds tracked by Wall St. Rank held AstraZeneca as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.