OFA
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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 		– Sell
-500
Closed -$98.6K – 114
2026
Q1 		$98.6K Buy
+500
New +$96.4K 0.03% 110

Other funds holding AZN

RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CDDEC
Caisse Des Depots Et Consignations Paris, France $5.91B AUM 35.65% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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. 578 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.
  • 578 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.