Westerkirk Capital’s AstraZeneca AZN Stock Holding History

Westerkirk Capital’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	$5.45M	Hold	28,729	–	–	0.52%	43
2026 Q1	$5.67M	Buy	28,729 +25,996	+951%	+$5.01M	0.61%	41
2025 Q4	$502K	Sell	2,733 -3,172	-54%	-$556K	0.05%	153
2025 Q3	$906K	Buy	+5,905	New	+$894K	0.1%	151

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

Westerkirk Capital's AZN Position: Q2 2026 in Review

Westerkirk Capital held its AstraZeneca (AZN) position steady in Q2 2026 at 28,729 shares worth $5.45M. The position accounts for 0.52% of the portfolio, ranked #43.

Westerkirk Capital first reported a position in AZN in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.67M in Q1 2026. 1,504 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Westerkirk Capital held 28,729 shares of AstraZeneca worth $5.45M as of Q2 2026.
Westerkirk Capital left its AstraZeneca share count unchanged in Q2 2026.
AstraZeneca made up 0.52% of Westerkirk Capital's portfolio in Q2 2026, its #43 holding.
Westerkirk Capital first reported a position in AstraZeneca in Q3 2025 and has held it in 4 quarters since.
Westerkirk Capital's AstraZeneca position peaked at $5.67M in Q1 2026.
1,504 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Westerkirk Capital's 13F filing for Q2 2026, filed 10 Aug 2026.