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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
2025
Q1 		– Sell
-950
Closed -$124K – 109
2024
Q4 		$124K Buy
+950
New +$133K 0.05% 116

Other funds holding AZN

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
SAM
SEB Asset Management Stockholm $26.6B AUM
CDDEC
Caisse Des Depots Et Consignations Paris, France $5.91B AUM 35.65% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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. 796 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.
  • 796 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.