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Oxford Financial Group’s AstraZeneca AZN Stock Holding History

Oxford Financial Group’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 		$289K Hold
1,522
– – 0.01% 206
2026
Q1 		$300K Buy
+1,522
New +$293K 0.02% 214

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

Oxford Financial Group's AZN Position: Q2 2026 in Review

Oxford Financial Group held its AstraZeneca (AZN) position steady in Q2 2026 at 1,522 shares worth $289K. The position accounts for 0.01% of the portfolio, ranked #206.

Oxford Financial Group first reported a position in AZN in Q1 2026 and has held it in 2 quarters since. The position peaked at $300K in Q1 2026. 1,504 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Oxford Financial Group held 1,522 shares of AstraZeneca worth $289K as of Q2 2026.
  • Oxford Financial Group left its AstraZeneca share count unchanged in Q2 2026.
  • AstraZeneca made up 0.01% of Oxford Financial Group's portfolio in Q2 2026, its #206 holding.
  • Oxford Financial Group first reported a position in AstraZeneca in Q1 2026 and has held it in 2 quarters since.
  • Oxford Financial Group's AstraZeneca position peaked at $300K in Q1 2026.
  • 1,504 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.