KPWS
AZN icon

Kestra Private Wealth Services’s AstraZeneca AZN Stock Holding History

Kestra Private Wealth 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
Q2 		$3.59M Buy
18,910
+1,386
+8% +$261K 0.04% 428
2026
Q1 		$3.46M Buy
17,524
+3,169
+22% +$611K 0.04% 410
2025
Q4 		$2.64M Buy
14,355
+794
+6% +$139K 0.03% 461
2025
Q3 		$2.08M Sell
13,561
-388
-3% -$58.7K 0.03% 508
2025
Q2 		$1.95M Buy
13,949
+1,429
+11% +$200K 0.03% 509
2025
Q1 		$1.84M Buy
12,520
+4,797
+62% +$694K 0.03% 476
2024
Q4 		$1.01M Sell
7,723
-822
-10% -$115K 0.02% 646
2024
Q3 		$1.33M Sell
8,545
-364
-4% -$58.8K 0.02% 526
2024
Q2 		$1.39M Buy
8,909
+447
+5% +$67.3K 0.03% 484
2024
Q1 		$1.15M Sell
8,462
-207
-2% -$27.4K 0.03% 521
2023
Q4 		$1.17M Buy
8,669
+324
+4% +$42.1K 0.03% 485
2023
Q3 		$1.13M Sell
8,345
-147
-2% -$20.1K 0.04% 425
2023
Q2 		$1.22M Buy
8,492
+3,045
+56% +$448K 0.04% 397
2023
Q1 		$756K Buy
5,447
+33
+0.6% +$4.44K 0.03% 489
2022
Q4 		$734K Sell
5,414
-1,771
-25% -$222K 0.04% 431
2022
Q3 		$788K Sell
7,185
-472
-6% -$59.9K 0.05% 380
2022
Q2 		$1.01M Sell
7,657
-92
-1% -$12.1K 0.06% 348
2022
Q1 		$1.03M Sell
7,749
-1,279
-14% -$153K 0.05% 373
2021
Q4 		$1.05M Sell
9,028
-408
-4% -$48K 0.05% 373
2021
Q3 		$1.13M Buy
9,436
+1,702
+22% +$198K 0.06% 322
2021
Q2 		$927K Buy
7,734
+823
+12% +$90.3K 0.06% 345
2021
Q1 		$687K Buy
6,911
+1,346
+24% +$135K 0.05% 384
2020
Q4 		$559K Sell
5,565
-607
-10% -$64.3K 0.04% 416
2020
Q3 		$676K Buy
+6,172
New +$686K 0.06% 323

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 Private Wealth Services's AZN Position: Q2 2026 in Review

Kestra Private Wealth Services increased its AstraZeneca (AZN) stake by 7.9% in Q2 2026, buying an estimated $261K and bringing the position to 18,910 shares worth $3.59M. The position accounts for 0.04% of the portfolio, ranked #428.

Kestra Private Wealth Services first reported a position in AZN in Q3 2020 and has held it in 24 quarters since. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Kestra Private Wealth Services held 18,910 shares of AstraZeneca worth $3.59M as of Q2 2026.
  • Kestra Private Wealth Services bought 1,386 AstraZeneca shares in Q2 2026, an estimated $261K.
  • AstraZeneca made up 0.04% of Kestra Private Wealth Services's portfolio in Q2 2026, its #428 holding.
  • Kestra Private Wealth Services first reported a position in AstraZeneca in Q3 2020 and has held it in 24 quarters since.
  • 1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.