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
Q2 		$783K Sell
4,187
-37
-0.9% -$6.96K 0.13% 137
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

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

Key Financial Inc's AZN Position: Q2 2026 in Review

Key Financial Inc reduced its AstraZeneca (AZN) stake by 0.88% in Q2 2026, selling an estimated $6.96K and leaving 4,187 shares worth $783K. The position accounts for 0.13% of the portfolio, ranked #137.

Key Financial Inc first reported a position in AZN in Q1 2020 and has held it in 24 quarters since. The position peaked at $818K in Q1 2026. 1,504 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Key Financial Inc held 4,187 shares of AstraZeneca worth $783K as of Q2 2026.
  • Key Financial Inc sold 37 AstraZeneca shares in Q2 2026, an estimated $6.96K.
  • AstraZeneca made up 0.13% of Key Financial Inc's portfolio in Q2 2026, its #137 holding.
  • Key Financial Inc first reported a position in AstraZeneca in Q1 2020 and has held it in 24 quarters since.
  • Key Financial Inc's AstraZeneca position peaked at $818K in Q1 2026.
  • 1,504 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.