Kiley Juergens Wealth Management’s AstraZeneca AZN Stock Holding History

Kiley Juergens Wealth Management’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	$373K	Sell	1,966 -33	-2%	-$6.21K	0.06%	175
2026 Q1	$394K	Buy	+1,999	New	+$385K	0.07%	154
2018 Q4	–	Sell	-438	Closed	-$34K	–	92
2018 Q3	$34K	Hold	438	–	–	0.03%	284
2018 Q2	$30K	Buy	+438	New	+$31.5K	0.03%	266
2018 Q1	–	Sell	-438	Closed	-$30K	–	131
2017 Q4	$30K	Buy	+438	New	+$29.5K	0.03%	278

Other funds holding AZN

Evelyn Partners London $46.9B AUM

Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Kiley Juergens Wealth Management's AZN Position: Q2 2026 in Review

Kiley Juergens Wealth Management reduced its AstraZeneca (AZN) stake by 1.7% in Q2 2026, selling an estimated $6.21K and leaving 1,966 shares worth $373K. The position accounts for 0.06% of the portfolio, ranked #175.

Kiley Juergens Wealth Management first reported a position in AZN in Q4 2017 and has held it in 5 quarters since. The position peaked at $394K in Q1 2026. 1,502 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Kiley Juergens Wealth Management held 1,966 shares of AstraZeneca worth $373K as of Q2 2026.
Kiley Juergens Wealth Management sold 33 AstraZeneca shares in Q2 2026, an estimated $6.21K.
AstraZeneca made up 0.06% of Kiley Juergens Wealth Management's portfolio in Q2 2026, its #175 holding.
Kiley Juergens Wealth Management first reported a position in AstraZeneca in Q4 2017 and has held it in 5 quarters since.
Kiley Juergens Wealth Management's AstraZeneca position peaked at $394K in Q1 2026.
1,502 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.