S&CO Inc’s AstraZeneca AZN Stock Holding History

S&CO Inc’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	$7.1M	Sell	37,990 -12,775	-25%	-$2.4M	0.41%	56
2026 Q1	$9.83M	Buy	+50,765	New	+$9.79M	0.61%	42

Other funds holding AZN

Evelyn Partners London $46.9B AUM

Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

S&CO Inc's AZN Position: Q2 2026 in Review

S&CO Inc reduced its AstraZeneca (AZN) stake by 25% in Q2 2026, selling an estimated $2.4M and leaving 37,990 shares worth $7.1M. The position accounts for 0.41% of the portfolio, ranked #56.

S&CO Inc first reported a position in AZN in Q1 2026 and has held it in 2 quarters since. The position peaked at $9.83M in Q1 2026. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

S&CO Inc held 37,990 shares of AstraZeneca worth $7.1M as of Q2 2026.
S&CO Inc sold 12,775 AstraZeneca shares in Q2 2026, an estimated $2.4M.
AstraZeneca made up 0.41% of S&CO Inc's portfolio in Q2 2026, its #56 holding.
S&CO Inc first reported a position in AstraZeneca in Q1 2026 and has held it in 2 quarters since.
S&CO Inc's AstraZeneca position peaked at $9.83M in Q1 2026.
1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on S&CO Inc's 13F filing for Q2 2026, filed 6 Aug 2026.