KA
AZN icon

Klingman & Associates’s AstraZeneca AZN Stock Holding History

Klingman & Associates’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 		$310K Buy
1,574
+178
+13% +$34.3K 0.01% 253
2025
Q4 		$257K Buy
1,396
+89
+7% +$15.6K 0.01% 280
2025
Q3 		$200K Buy
+1,307
New +$198K 0.01% 316

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

Klingman & Associates's AZN Position: Q1 2026 in Review

Klingman & Associates increased its AstraZeneca (AZN) stake by 13% in Q1 2026, buying an estimated $34.3K and bringing the position to 1,574 shares worth $310K. The position accounts for 0.01% of the portfolio, ranked #253.

Klingman & Associates first reported a position in AZN in Q3 2025 and has held it in 3 quarters since. 1,377 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

  • Klingman & Associates held 1,574 shares of AstraZeneca worth $310K as of Q1 2026.
  • Klingman & Associates bought 178 AstraZeneca shares in Q1 2026, an estimated $34.3K.
  • AstraZeneca made up 0.01% of Klingman & Associates's portfolio in Q1 2026, its #253 holding.
  • Klingman & Associates first reported a position in AstraZeneca in Q3 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 Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.