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West Family Investments’s AstraZeneca AZN Stock Holding History

West Family Investments’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 		$612K Sell
3,229
-3,891
-55% -$732K 0.18% 136
2026
Q1 		$1.4M Sell
7,120
-2,556
-26% -$493K 0.49% 36
2025
Q4 		$1.78M Hold
9,676
– – 0.42% 39
2025
Q3 		$1.48M Buy
9,676
+116
+1% +$17.6K 0.33% 57
2025
Q2 		$1.34M Buy
9,560
+2,526
+36% +$354K 0.35% 60
2025
Q1 		$1.03M Hold
7,034
– – 0.39% 52
2024
Q4 		$922K Sell
7,034
-426
-6% -$59.6K 0.32% 60
2024
Q3 		$1.16M Buy
7,460
+821
+12% +$133K 0.4% 53
2024
Q2 		$1.04M Buy
6,639
+58
+0.9% +$8.73K 0.31% 67
2024
Q1 		$892K Buy
6,581
+40
+0.6% +$5.3K 0.28% 71
2023
Q4 		$881K Sell
6,541
-34
-0.5% -$4.42K 0.3% 64
2023
Q3 		$890K Buy
6,575
+34
+0.5% +$4.64K 0.31% 65
2023
Q2 		$936K Buy
+6,541
New +$962K 0.36% 61
2023
Q1 		– Sell
-6,546
Closed -$888K – 210
2022
Q4 		$888K Sell
6,546
-92
-1% -$11.5K 0.3% 66
2022
Q3 		$728K Sell
6,638
-802
-11% -$102K 0.3% 72
2022
Q2 		$983K Sell
7,440
-1,126
-13% -$148K 0.39% 53
2022
Q1 		$1.14M Buy
8,566
+276
+3% +$33.1K 0.32% 56
2021
Q4 		$966K Sell
8,290
-115
-1% -$13.5K 0.26% 71
2021
Q3 		$1.01M Buy
8,405
+1,239
+17% +$144K 0.26% 66
2021
Q2 		$858K Buy
+7,166
New +$786K 0.23% 71

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

West Family Investments's AZN Position: Q2 2026 in Review

West Family Investments reduced its AstraZeneca (AZN) stake by 55% in Q2 2026, selling an estimated $732K and leaving 3,229 shares worth $612K. The position accounts for 0.18% of the portfolio, ranked #136.

West Family Investments first reported a position in AZN in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.78M in Q4 2025. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • West Family Investments held 3,229 shares of AstraZeneca worth $612K as of Q2 2026.
  • West Family Investments sold 3,891 AstraZeneca shares in Q2 2026, an estimated $732K.
  • AstraZeneca made up 0.18% of West Family Investments's portfolio in Q2 2026, its #136 holding.
  • West Family Investments first reported a position in AstraZeneca in Q2 2021 and has held it in 20 quarters since.
  • West Family Investments's AstraZeneca position peaked at $1.78M in Q4 2025.
  • 1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on West Family Investments's 13F filing for Q2 2026, filed 10 Aug 2026.