KA
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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
Q2 		$328K Buy
1,731
+157
+10% +$29.5K 0.01% 254
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

EP
Evelyn Partners London $46.9B AUM
IA
Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Klingman & Associates's AZN Position: Q2 2026 in Review

Klingman & Associates increased its AstraZeneca (AZN) stake by 10% in Q2 2026, buying an estimated $29.5K and bringing the position to 1,731 shares worth $328K. The position accounts for 0.01% of the portfolio, ranked #254.

Klingman & Associates first reported a position in AZN in Q3 2025 and has held it in 4 quarters since. 1,502 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Klingman & Associates held 1,731 shares of AstraZeneca worth $328K as of Q2 2026.
  • Klingman & Associates bought 157 AstraZeneca shares in Q2 2026, an estimated $29.5K.
  • AstraZeneca made up 0.01% of Klingman & Associates's portfolio in Q2 2026, its #254 holding.
  • Klingman & Associates first reported a position in AstraZeneca in Q3 2025 and has held it in 4 quarters since.
  • 1,502 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.