Key FInancial Inc AZN — ASTRAZENECA PLC

Ownership history in Key FInancial Inc  ·  22 quarters on record

AI Ownership Summary

Key FInancial Inc reported ASTRAZENECA PLC (AZN) in 22 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.18% in 2024 Q1. The latest visible filing shows AZN at 0.11% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AZN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Key FInancial Inc's position in ASTRAZENECA PLC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

AZN was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.18% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AZN stock page Key FInancial Inc fund profile Key FInancial Inc full holdings
How Key FInancial Inc held AZN — position size vs. price
% of Fund (quarterly)    AZN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 15.9% +8.4% ❌ 6,555 -1,237 -15.9% 0.11% $603K 2026-02-09 $186.07
2025 Q3 ADDED — — — 7,792 +22 +0.3% 0.12% $657K 2025-11-05 $160.63
2025 Q2 UNCHANGED — — — 7,770 — 0% 0.11% $543K 2025-08-05 $146.40
2025 Q1 ADDED — — — 7,770 +16 +0.2% 0.12% $571K 2025-05-01 $138.60
2024 Q4 ADDED — — — 7,754 +37 +0.5% 0.12% $508K 2025-01-31 $137.13
2024 Q3 ADDED — — — 7,717 +6 +0.1% 0.13% $601K 2024-10-29 $145.78
2024 Q2 REDUCED 22.9% +0.5% ❌ 7,711 -2,293 -22.9% 0.14% $601K 2024-07-30 $150.05
2024 Q1 UNCHANGED — — — 10,004 — 0% 0.18% $674K 2024-05-01 $147.18
2023 Q4 ADDED — — — 10,004 +200 +2.0% 0.18% $674K 2024-01-31 $126.42
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding AZN

As of 2026 Q1 — sorted by position size

Foresight Global Investors, Inc. 3Y 18.6% EDENTREE ASSET MANAGEMENT Ltd 6.84% Coppell Advisory Solutions LLC 3Y 2.42% Parrish Capital LLC 2.14% Mengis Capital Management, Inc. 3Y 7Y 1.59% Wahed Invest LLC 3Y 0.88% A. D. Beadell Investment Counsel, Inc. 3Y 7Y 0.88% DAVIDSON INVESTMENT ADVISORS 3Y 7Y 0.85% 1620 INVESTMENT ADVISORS, INC. 3Y 0.67% WESTPORT ASSET MANAGEMENT INC 3Y 7Y 0.65%

FAQ About Key FInancial Inc and AZN

These are the practical questions this page is built to answer before you even open the full history table.

How long has Key FInancial Inc reported owning AZN?

Key FInancial Inc reported AZN across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AZN position in Key FInancial Inc's portfolio?

The largest reported portfolio weight for AZN was 0.18% in 2024 Q1.

What is the latest reported AZN position on this page?

The most recent filing on this page is 2025 Q4, when Key FInancial Inc reported 6,555 shares, equal to 0.11% of portfolio, with an estimated market value of $603K.

What does the chart on this AZN ownership page compare?

The chart compares Key FInancial Inc's quarterly AZN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Key FInancial Inc time their AZN position?

Based on 13F filing dates vs. subsequent AZN price moves, Key FInancial Inc correctly timed 9 out of 16 reported position changes (56%). The annualised alpha on AZN relative to SPY over the holding period was +0.7%.

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