SGK
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Steigerwald Gordon & Koch’s AstraZeneca AZN Stock Holding History

Steigerwald Gordon & Koch’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 		$212K Sell
1,120
-25
-2% -$4.7K 0.02% 146
2026
Q1 		$226K Sell
1,145
-58
-5% -$11.2K 0.02% 129
2025
Q4 		$221K Buy
1,203
+79
+7% +$13.9K 0.02% 130
2025
Q3 		$172K Buy
+1,124
New +$170K 0.02% 151

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

Steigerwald Gordon & Koch's AZN Position: Q2 2026 in Review

Steigerwald Gordon & Koch reduced its AstraZeneca (AZN) stake by 2.2% in Q2 2026, selling an estimated $4.7K and leaving 1,120 shares worth $212K. The position accounts for 0.02% of the portfolio, ranked #146.

Steigerwald Gordon & Koch first reported a position in AZN in Q3 2025 and has held it in 4 quarters since. The position peaked at $226K in Q1 2026. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Steigerwald Gordon & Koch held 1,120 shares of AstraZeneca worth $212K as of Q2 2026.
  • Steigerwald Gordon & Koch sold 25 AstraZeneca shares in Q2 2026, an estimated $4.7K.
  • AstraZeneca made up 0.02% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #146 holding.
  • Steigerwald Gordon & Koch first reported a position in AstraZeneca in Q3 2025 and has held it in 4 quarters since.
  • Steigerwald Gordon & Koch's AstraZeneca position peaked at $226K in Q1 2026.
  • 1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.