OIA
AZN icon

Oakmont Investment Advisors’s AstraZeneca AZN Stock Holding History

Oakmont Investment 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
Q1 		– Sell
-1,950
Closed -$359K – 99
2025
Q4 		$359K Buy
+1,950
New +$342K 0.26% 83

Other funds holding AZN

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Asset Management
Vanguard Asset Management London, Ec4n 8af $148B AUM

Oakmont Investment Advisors's AZN Position: Q1 2026 in Review

Oakmont Investment Advisors sold out of AstraZeneca (AZN) in Q1 2026, closing a stake of 1,950 shares — an estimated $359K sold.

Oakmont Investment Advisors first reported a position in AZN in Q4 2025 and held it in 1 quarter. The position peaked at $359K in Q4 2025. 1,383 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

  • Oakmont Investment Advisors reported no remaining AstraZeneca position as of Q1 2026 after selling out during the quarter.
  • Oakmont Investment Advisors sold 1,950 AstraZeneca shares in Q1 2026, an estimated $359K.
  • Oakmont Investment Advisors first reported a position in AstraZeneca in Q4 2025 and held it in 1 quarter.
  • Oakmont Investment Advisors's AstraZeneca position peaked at $359K in Q4 2025.
  • 1,383 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

Based on Oakmont Investment Advisors's 13F filing for Q1 2026, filed 14 Aug 2026.