KFGK
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Keystone Financial Group (Kentucky)’s AstraZeneca AZN Stock Holding History

Keystone Financial Group (Kentucky)’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 		$234K Sell
1,232
-5
-0.4% -$940 0.01% 495
2026
Q1 		$244K Buy
+1,237
New +$239K 0.02% 443
2020
Q4 		– Sell
-2,128
Closed -$233K – 264
2020
Q3 		$233K Buy
+2,128
New +$237K 0.06% 212

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

Keystone Financial Group (Kentucky)'s AZN Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) reduced its AstraZeneca (AZN) stake by 0.4% in Q2 2026, selling an estimated $940 and leaving 1,232 shares worth $234K. The position accounts for 0.01% of the portfolio, ranked #495.

Keystone Financial Group (Kentucky) first reported a position in AZN in Q3 2020 and has held it in 3 quarters since. The position peaked at $244K in Q1 2026. 1,507 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Keystone Financial Group (Kentucky) held 1,232 shares of AstraZeneca worth $234K as of Q2 2026.
  • Keystone Financial Group (Kentucky) sold 5 AstraZeneca shares in Q2 2026, an estimated $940.
  • AstraZeneca made up 0.01% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #495 holding.
  • Keystone Financial Group (Kentucky) first reported a position in AstraZeneca in Q3 2020 and has held it in 3 quarters since.
  • Keystone Financial Group (Kentucky)'s AstraZeneca position peaked at $244K in Q1 2026.
  • 1,507 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.