ORI
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Oak Ridge Investments’s AstraZeneca AZN Stock Holding History

Oak Ridge Investments’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 		$1.02M Sell
5,376
-44,106
-89% -$8.3M 0.06% 126
2026
Q1 		$9.76M Buy
49,482
+650
+1% +$125K 0.65% 31
2025
Q4 		$8.98M Buy
48,832
+1,883
+4% +$330K 0.54% 37
2025
Q3 		$7.2M Buy
46,949
+1,127
+2% +$171K 0.47% 41
2025
Q2 		$6.4M Buy
45,822
+456
+1% +$63.9K 0.46% 44
2025
Q1 		$6.67M Sell
45,366
-26,621
-37% -$3.85M 0.55% 39
2024
Q4 		$9.43M Buy
71,987
+3,671
+5% +$514K 0.74% 29
2024
Q3 		$10.6M Buy
68,316
+4,570
+7% +$738K 0.93% 23
2024
Q2 		$9.94M Buy
63,746
+2,944
+5% +$443K 0.95% 21
2024
Q1 		$8.24M Buy
60,802
+2,643
+5% +$350K 0.83% 28
2023
Q4 		$7.83M Buy
58,159
+463
+0.8% +$60.2K 0.9% 23
2023
Q3 		$7.81M Buy
57,696
+1,324
+2% +$181K 1% 23
2023
Q2 		$8.07M Sell
56,372
-428
-0.8% -$63K 1% 20
2023
Q1 		$7.88M Sell
56,800
-323
-0.6% -$43.5K 1.07% 15
2022
Q4 		$7.75M Buy
57,123
+19
+0% +$2.38K 1.15% 16
2022
Q3 		$6.26M Buy
57,104
+3,198
+6% +$406K 0.95% 21
2022
Q2 		$7.12M Buy
53,906
+23,879
+80% +$3.13M 1.04% 17
2022
Q1 		$3.98M Sell
30,027
-3,663
-11% -$439K 0.44% 70
2021
Q4 		$3.92M Buy
33,690
+4,368
+15% +$514K 0.33% 90
2021
Q3 		$3.52M Buy
+29,322
New +$3.41M 0.31% 101

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
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
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

Oak Ridge Investments's AZN Position: Q2 2026 in Review

Oak Ridge Investments reduced its AstraZeneca (AZN) stake by 89% in Q2 2026, selling an estimated $8.3M and leaving 5,376 shares worth $1.02M. The position accounts for 0.06% of the portfolio, ranked #126.

Oak Ridge Investments first reported a position in AZN in Q3 2021 and has held it in 20 quarters since. The position peaked at $10.6M in Q3 2024. 443 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Oak Ridge Investments held 5,376 shares of AstraZeneca worth $1.02M as of Q2 2026.
  • Oak Ridge Investments sold 44,106 AstraZeneca shares in Q2 2026, an estimated $8.3M.
  • AstraZeneca made up 0.06% of Oak Ridge Investments's portfolio in Q2 2026, its #126 holding.
  • Oak Ridge Investments first reported a position in AstraZeneca in Q3 2021 and has held it in 20 quarters since.
  • Oak Ridge Investments's AstraZeneca position peaked at $10.6M in Q3 2024.
  • 443 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Oak Ridge Investments's 13F filing for Q2 2026, filed 21 Jul 2026.