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KFA Private Wealth Group’s AstraZeneca AZN Stock Holding History

KFA Private Wealth Group’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 		$230K Sell
1,212
-340
-22% -$64K 0.06% 142
2026
Q1 		$306K Buy
1,552
+286
+23% +$55.1K 0.07% 128
2025
Q4 		$233K Buy
+1,266
New +$222K 0.06% 136
2025
Q2 		– Sell
-1,839
Closed -$270K – 133
2025
Q1 		$270K Buy
+1,839
New +$266K 0.09% 91

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

KFA Private Wealth Group's AZN Position: Q2 2026 in Review

KFA Private Wealth Group reduced its AstraZeneca (AZN) stake by 22% in Q2 2026, selling an estimated $64K and leaving 1,212 shares worth $230K. The position accounts for 0.06% of the portfolio, ranked #142.

KFA Private Wealth Group first reported a position in AZN in Q1 2025 and has held it in 4 quarters since. The position peaked at $306K in Q1 2026. 1,502 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • KFA Private Wealth Group held 1,212 shares of AstraZeneca worth $230K as of Q2 2026.
  • KFA Private Wealth Group sold 340 AstraZeneca shares in Q2 2026, an estimated $64K.
  • AstraZeneca made up 0.06% of KFA Private Wealth Group's portfolio in Q2 2026, its #142 holding.
  • KFA Private Wealth Group first reported a position in AstraZeneca in Q1 2025 and has held it in 4 quarters since.
  • KFA Private Wealth Group's AstraZeneca position peaked at $306K in Q1 2026.
  • 1,502 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

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