Krilogy Financial’s AstraZeneca AZN Stock Holding History

Krilogy 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	$637K	Buy	3,357 +16	+0.5%	+$3.01K	0.02%	546
2026 Q1	$670K	Sell	3,341 -108	-3%	-$20.8K	0.02%	489
2025 Q4	$650K	Sell	3,449 -1,053	-23%	-$185K	0.02%	469
2025 Q3	$731K	Buy	+4,502	New	+$681K	0.03%	411
2018 Q4	–	Sell	-416	Closed	-$33K	–	181
2018 Q3	$33K	Buy	+416	New	+$31.5K	0.01%	365
2017 Q2	–	Sell	-175	Closed	-$10K	–	721
2017 Q1	$10K	Hold	175	–	–	﹤0.01%	510
2016 Q4	$10K	Hold	175	–	–	﹤0.01%	510
2016 Q3	$12K	Hold	175	–	–	﹤0.01%	501
2016 Q2	$11K	Hold	175	–	–	﹤0.01%	516
2016 Q1	$10K	Buy	+175	New	+$10.5K	﹤0.01%	469

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

Krilogy Financial's AZN Position: Q2 2026 in Review

Krilogy Financial increased its AstraZeneca (AZN) stake by 0.48% in Q2 2026, buying an estimated $3.01K and bringing the position to 3,357 shares worth $637K. The position accounts for 0.02% of the portfolio, ranked #546.

Krilogy Financial first reported a position in AZN in Q1 2016 and has held it in 10 quarters since. The position peaked at $731K in Q3 2025. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Krilogy Financial held 3,357 shares of AstraZeneca worth $637K as of Q2 2026.
Krilogy Financial bought 16 AstraZeneca shares in Q2 2026, an estimated $3.01K.
AstraZeneca made up 0.02% of Krilogy Financial's portfolio in Q2 2026, its #546 holding.
Krilogy Financial first reported a position in AstraZeneca in Q1 2016 and has held it in 10 quarters since.
Krilogy Financial's AstraZeneca position peaked at $731K in Q3 2025.
1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.