KFI
AZN icon

Key Financial Inc’s AstraZeneca AZN Stock Holding History

Key Financial Inc’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
Q1 		$818K Buy
4,224
+946
+29% +$182K 0.15% 130
2025
Q4 		$603K Sell
3,278
-618
-16% -$108K 0.11% 151
2025
Q3 		$657K Buy
3,896
+11
+0.3% +$1.67K 0.12% 146
2025
Q2 		$543K Hold
3,885
– – 0.11% 161
2025
Q1 		$571K Buy
3,885
+8
+0.2% +$1.16K 0.12% 147
2024
Q4 		$508K Buy
3,877
+18
+0.5% +$2.52K 0.12% 151
2024
Q3 		$601K Buy
3,859
+3
+0.1% +$484 0.13% 141
2024
Q2 		$601K Sell
3,856
-317
-8% -$47.7K 0.14% 124
2024
Q1 		$565K Sell
4,173
-829
-17% -$110K 0.14% 125
2023
Q4 		$674K Buy
5,002
+100
+2% +$13K 0.18% 98
2023
Q3 		$664K Buy
4,902
+4
+0.1% +$546 0.22% 87
2023
Q2 		$701K Buy
4,898
+119
+2% +$17.5K 0.23% 84
2023
Q1 		$663K Buy
4,779
+8
+0.2% +$1.08K 0.24% 81
2022
Q4 		$523K Hold
4,771
– – 0.25% 79
2022
Q3 		$523K Sell
4,771
-193
-4% -$24.5K 0.25% 79
2022
Q2 		$655K Hold
4,964
– – 0.35% 50
2022
Q1 		$659K Buy
4,964
+508
+11% +$60.9K 0.33% 56
2021
Q4 		$519K Hold
4,456
– – 0.26% 72
2021
Q3 		$535K Buy
4,456
+23
+0.5% +$2.68K 0.3% 64
2021
Q2 		$507K Buy
4,433
+3,539
+396% +$388K 0.28% 71
2021
Q1 		$89K Buy
894
+10
+1% +$1K 0.06% 204
2020
Q4 		$88K Buy
+884
New +$93.6K 0.07% 191
2020
Q2 		– Sell
-1,596
Closed -$142K – 134
2020
Q1 		$142K Buy
+1,596
New +$150K 0.15% 118

Other funds holding AZN

IA
Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VAM
Vanguard Asset Management London, Ec4n 8af $117B AUM

Key Financial Inc's AZN Position: Q1 2026 in Review

Key Financial Inc increased its AstraZeneca (AZN) stake by 29% in Q1 2026, buying an estimated $182K and bringing the position to 4,224 shares worth $818K. The position accounts for 0.15% of the portfolio, ranked #130.

Key Financial Inc first reported a position in AZN in Q1 2020 and has held it in 23 quarters since. 1,377 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

  • Key Financial Inc held 4,224 shares of AstraZeneca worth $818K as of Q1 2026.
  • Key Financial Inc bought 946 AstraZeneca shares in Q1 2026, an estimated $182K.
  • AstraZeneca made up 0.15% of Key Financial Inc's portfolio in Q1 2026, its #130 holding.
  • Key Financial Inc first reported a position in AstraZeneca in Q1 2020 and has held it in 23 quarters since.
  • 1,377 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.