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Kestra Investment Management’s AstraZeneca AZN Stock Holding History

Kestra Investment 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 		$246K Buy
+1,295
New +$244K ﹤0.01% 460
2026
Q1 		– Sell
-1,696
Closed -$312K – 447
2025
Q4 		$312K Buy
1,696
+32
+2% +$5.61K 0.01% 358
2025
Q3 		$255K Sell
1,664
-40
-2% -$6.05K 0.01% 382
2025
Q2 		$250K Hold
1,704
– – ﹤0.01% 453
2025
Q1 		$250K Buy
1,704
+380
+29% +$55K 0.01% 352
2024
Q4 		$173K Buy
+1,324
New +$185K 0.01% 376

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

Kestra Investment Management's AZN Position: Q2 2026 in Review

Kestra Investment Management opened a new position in AstraZeneca (AZN) in Q2 2026: 1,295 shares worth $246K. The stake represents ﹤0.01% of the portfolio and ranks #460 among its holdings. This is a return to the name: Kestra Investment Management previously reported a position in AZN as recently as Q4 2025.

Kestra Investment Management first reported a position in AZN in Q4 2024 and has held it in 6 quarters since. The position peaked at $312K in Q4 2025. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Kestra Investment Management held 1,295 shares of AstraZeneca worth $246K as of Q2 2026.
  • AstraZeneca was a new Kestra Investment Management position in Q2 2026.
  • AstraZeneca made up ﹤0.01% of Kestra Investment Management's portfolio in Q2 2026, its #460 holding.
  • Kestra Investment Management first reported a position in AstraZeneca in Q4 2024 and has held it in 6 quarters since.
  • Kestra Investment Management's AstraZeneca position peaked at $312K in Q4 2025.
  • 1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.