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Oak Family Advisors’s AstraZeneca AZN Stock Holding History

Oak Family Advisors’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 		$13.6M Buy
71,727
+1,243
+2% +$234K 3.48% 5
2026
Q1 		$13.9M Sell
70,484
-1,582
-2% -$305K 3.91% 3
2025
Q4 		$13.3M Sell
72,066
-570
-0.8% -$100K 3.64% 7
2025
Q3 		$11.1M Sell
72,636
-11,621
-14% -$1.76M 2.79% 6
2025
Q2 		$11.8M Sell
84,257
-7,114
-8% -$997K 3.71% 5
2025
Q1 		$13.4M Sell
91,371
-7,531
-8% -$1.09M 4.52% 2
2024
Q4 		$13M Buy
98,902
+29,417
+42% +$4.12M 4.7% 3
2024
Q3 		$10.8M Sell
69,485
-1,450
-2% -$234K 3.33% 4
2024
Q2 		$11.1M Buy
70,935
+1,372
+2% +$206K 3.79% 4
2024
Q1 		$9.43M Buy
69,563
+4,394
+7% +$582K 3.62% 3
2023
Q4 		$8.78M Sell
65,169
-2,215
-3% -$288K 3.69% 2
2023
Q3 		$9.13M Buy
67,384
+5,069
+8% +$692K 4.31% 1
2023
Q2 		$8.92M Sell
62,315
-7,291
-10% -$1.07M 4.22% 1
2023
Q1 		$9.66M Sell
69,606
-5,286
-7% -$711K 4.76% 1
2022
Q4 		$10.2M Buy
74,892
+4,635
+7% +$581K 5.43% 1
2022
Q3 		$7.71M Buy
70,257
+9,178
+15% +$1.16M 4.12% 3
2022
Q2 		$8.07M Sell
61,079
-2,683
-4% -$352K 4.06% 3
2022
Q1 		$8.46M Buy
63,762
+12,352
+24% +$1.48M 3.31% 4
2021
Q4 		$5.99M Buy
51,410
+4,889
+11% +$575K 2.24% 8
2021
Q3 		$5.59M Buy
46,521
+9,040
+24% +$1.05M 2.04% 7
2021
Q2 		$4.49M Buy
37,481
+4,859
+15% +$533K 1.87% 12
2021
Q1 		$3.24M Buy
32,622
+14,861
+84% +$1.49M 1.41% 15
2020
Q4 		$1.78M Buy
+17,761
New +$1.88M 0.92% 26

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

Oak Family Advisors's AZN Position: Q2 2026 in Review

Oak Family Advisors increased its AstraZeneca (AZN) stake by 1.8% in Q2 2026, buying an estimated $234K and bringing the position to 71,727 shares worth $13.6M. The position accounts for 3.48% of the portfolio, ranked #5.

Oak Family Advisors first reported a position in AZN in Q4 2020 and has held it in 23 quarters since. The position peaked at $13.9M in Q1 2026. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Oak Family Advisors held 71,727 shares of AstraZeneca worth $13.6M as of Q2 2026.
  • Oak Family Advisors bought 1,243 AstraZeneca shares in Q2 2026, an estimated $234K.
  • AstraZeneca made up 3.48% of Oak Family Advisors's portfolio in Q2 2026, its #5 holding.
  • Oak Family Advisors first reported a position in AstraZeneca in Q4 2020 and has held it in 23 quarters since.
  • Oak Family Advisors's AstraZeneca position peaked at $13.9M in Q1 2026.
  • 1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Oak Family Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.