Stifel Financial
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Stifel Financial’s AstraZeneca AZN Stock Holding History

Stifel Financial’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
2015
Q1 		– Sell
-100
Closed -$7K – 2308
2014
Q4 		$7K Hold
100
– – ﹤0.01% 2303
2014
Q3 		$7K Buy
+100
New +$7.32K ﹤0.01% 2210

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

Stifel Financial's AZN Position: Q2 2026 in Review

Stifel Financial reduced its AstraZeneca (AZN) stake by 2% in Q2 2026, selling an estimated $2.55M and leaving 670,847 shares worth $127M. The position accounts for 0.11% of the portfolio, ranked #204.

Stifel Financial first reported a position in AZN in Q1 2014 and has held it in 50 quarters since. The position peaked at $135M in Q1 2026. 1,502 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Stifel Financial held 670,847 shares of AstraZeneca worth $127M as of Q2 2026.
  • Stifel Financial sold 13,557 AstraZeneca shares in Q2 2026, an estimated $2.55M.
  • AstraZeneca made up 0.11% of Stifel Financial's portfolio in Q2 2026, its #204 holding.
  • Stifel Financial first reported a position in AstraZeneca in Q1 2014 and has held it in 50 quarters since.
  • Stifel Financial's AstraZeneca position peaked at $135M in Q1 2026.
  • 1,502 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.