KPWG
AZN icon

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
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

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

KFA Private Wealth Group's AZN Position: Q1 2026 in Review

KFA Private Wealth Group increased its AstraZeneca (AZN) stake by 23% in Q1 2026, buying an estimated $55.1K and bringing the position to 1,552 shares worth $306K. The position accounts for 0.07% of the portfolio, ranked #128.

KFA Private Wealth Group first reported a position in AZN in Q1 2025 and has held it in 3 quarters since. 1,377 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

  • KFA Private Wealth Group held 1,552 shares of AstraZeneca worth $306K as of Q1 2026.
  • KFA Private Wealth Group bought 286 AstraZeneca shares in Q1 2026, an estimated $55.1K.
  • AstraZeneca made up 0.07% of KFA Private Wealth Group's portfolio in Q1 2026, its #128 holding.
  • KFA Private Wealth Group first reported a position in AstraZeneca in Q1 2025 and has held it in 3 quarters since.
  • 1,377 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

Based on KFA Private Wealth Group's 13F filing for Q1 2026, filed 20 Apr 2026.