KFA Private Wealth Group’s AstraZeneca AZN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
– Sell
-1,212
Closed -$230K – 158
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

KFA Private Wealth Group's AZN Position: Q3 2026 in Review

KFA Private Wealth Group sold out of AstraZeneca (AZN) in Q3 2026, closing a stake of 1,212 shares — an estimated $230K sold.

KFA Private Wealth Group first reported a position in AZN in Q1 2025 and held it in 4 quarters. The position peaked at $306K in Q1 2026. 782 funds tracked by Wall St. Rank hold AZN as of Q3 2026.

  • KFA Private Wealth Group reported no remaining AstraZeneca position as of Q3 2026 after selling out during the quarter.
  • KFA Private Wealth Group sold 1,212 AstraZeneca shares in Q3 2026, an estimated $230K.
  • KFA Private Wealth Group first reported a position in AstraZeneca in Q1 2025 and held it in 4 quarters.
  • KFA Private Wealth Group's AstraZeneca position peaked at $306K in Q1 2026.
  • 782 funds tracked by Wall St. Rank held AstraZeneca as of Q3 2026.

Based on KFA Private Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.