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Klein Pavlis & Peasley Financial’s AstraZeneca AZN Stock Holding History

Klein Pavlis & Peasley Financial’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 		$1.42M Buy
7,484
+368
+5% +$69.2K 0.74% 46
2026
Q1 		$1.4M Buy
7,116
+127
+2% +$24.5K 0.78% 43
2025
Q4 		$1.28M Sell
6,989
-74
-1% -$13K 0.76% 40
2025
Q3 		$1.08M Buy
+7,063
New +$1.07M 0.67% 48

Other funds holding AZN

RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CDDEC
Caisse Des Depots Et Consignations Paris, France $5.91B AUM 35.65% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Klein Pavlis & Peasley Financial's AZN Position: Q2 2026 in Review

Klein Pavlis & Peasley Financial increased its AstraZeneca (AZN) stake by 5.2% in Q2 2026, buying an estimated $69.2K and bringing the position to 7,484 shares worth $1.42M. The position accounts for 0.74% of the portfolio, ranked #46.

Klein Pavlis & Peasley Financial first reported a position in AZN in Q3 2025 and has held it in 4 quarters since. 583 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Klein Pavlis & Peasley Financial held 7,484 shares of AstraZeneca worth $1.42M as of Q2 2026.
  • Klein Pavlis & Peasley Financial bought 368 AstraZeneca shares in Q2 2026, an estimated $69.2K.
  • AstraZeneca made up 0.74% of Klein Pavlis & Peasley Financial's portfolio in Q2 2026, its #46 holding.
  • Klein Pavlis & Peasley Financial first reported a position in AstraZeneca in Q3 2025 and has held it in 4 quarters since.
  • 583 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Klein Pavlis & Peasley Financial's 13F filing for Q2 2026, filed 23 Jul 2026.