Kovitz Investment Group Partners’s AstraZeneca AZN Stock Holding History

Kovitz Investment Group Partners’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	–	Sell	-1,524	Closed	-$280K	–	485
2025 Q4	$280K	Sell	1,524 -16,648	-92%	-$2.92M	0.01%	440
2025 Q3	$2.79M	Buy	18,172 +8,424	+86%	+$1.27M	0.01%	572
2025 Q2	$1.36M	Buy	9,748 +588	+6%	+$82.4K	0.01%	723
2025 Q1	$1.35M	Sell	9,160 -84	-0.9%	-$12.2K	0.01%	669
2024 Q4	$1.21M	Sell	9,244 -4,134	-31%	-$579K	0.01%	678
2024 Q3	$1.74M	Buy	13,378 +7,758	+138%	+$1.25M	0.01%	513
2024 Q2	$877K	Buy	5,620 +1,286	+30%	+$194K	0.01%	563
2024 Q1	$587K	Buy	+4,334	New	+$574K	0.01%	483
2021 Q4	–	Sell	-5,127	Closed	-$616K	–	408
2021 Q3	$616K	Buy	+5,127	New	+$597K	0.01%	338

Other funds holding AZN

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 Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VAM

Vanguard Asset Management London, Ec4n 8af $117B AUM

Kovitz Investment Group Partners's AZN Position: Q1 2026 in Review

Kovitz Investment Group Partners sold out of AstraZeneca (AZN) in Q1 2026, closing a stake of 1,524 shares — an estimated $280K sold.

Kovitz Investment Group Partners first reported a position in AZN in Q3 2021 and held it in 9 quarters. The position peaked at $2.79M in Q3 2025. 1,381 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

Kovitz Investment Group Partners reported no remaining AstraZeneca position as of Q1 2026 after selling out during the quarter.
Kovitz Investment Group Partners sold 1,524 AstraZeneca shares in Q1 2026, an estimated $280K.
Kovitz Investment Group Partners first reported a position in AstraZeneca in Q3 2021 and held it in 9 quarters.
Kovitz Investment Group Partners's AstraZeneca position peaked at $2.79M in Q3 2025.
1,381 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.