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Beacon Pointe Advisors’s AstraZeneca AZN Stock Holding History

Beacon Pointe Advisors’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 		$3.9M Sell
20,571
-2,088
-9% -$393K 0.02% 571
2026
Q1 		$4.47M Buy
22,659
+7,629
+51% +$1.47M 0.02% 500
2025
Q4 		$2.76M Buy
15,030
+7,143
+91% +$1.25M 0.02% 515
2025
Q3 		$1.21M Sell
7,887
-2,793
-26% -$423K 0.01% 699
2025
Q2 		$1.49M Buy
10,680
+431
+4% +$60.4K 0.02% 550
2025
Q1 		$1.51M Buy
10,249
+221
+2% +$32K 0.02% 528
2024
Q4 		$1.31M Sell
10,028
-2,769
-22% -$388K 0.01% 568
2024
Q3 		$1.99M Sell
12,797
-1,044
-8% -$169K 0.02% 477
2024
Q2 		$2.16M Buy
13,841
+5,568
+67% +$838K 0.03% 457
2024
Q1 		$1.12M Buy
8,273
+1,395
+20% +$185K 0.01% 655
2023
Q4 		$926K Sell
6,878
-1,343
-16% -$175K 0.01% 685
2023
Q3 		$1.11M Buy
8,221
+1,965
+31% +$268K 0.01% 597
2023
Q2 		$895K Sell
6,256
-972
-13% -$143K 0.01% 552
2023
Q1 		$1M Buy
7,228
+986
+16% +$133K 0.02% 547
2022
Q4 		$846K Buy
6,242
+293
+5% +$36.7K 0.02% 548
2022
Q3 		$650K Sell
5,949
-127
-2% -$16.1K 0.01% 570
2022
Q2 		$804K Sell
6,076
-5,029
-45% -$660K 0.02% 525
2022
Q1 		$1.47M Buy
11,105
+5,989
+117% +$718K 0.02% 519
2021
Q4 		$596K Buy
5,116
+2,595
+103% +$305K 0.02% 510
2021
Q3 		$303K Sell
2,521
-48
-2% -$5.59K 0.01% 702
2021
Q2 		$308K Buy
+2,569
New +$282K 0.01% 650

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

Beacon Pointe Advisors's AZN Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its AstraZeneca (AZN) stake by 9.2% in Q2 2026, selling an estimated $393K and leaving 20,571 shares worth $3.9M. The position accounts for 0.02% of the portfolio, ranked #571.

Beacon Pointe Advisors first reported a position in AZN in Q2 2021 and has held it in 21 quarters since. The position peaked at $4.47M in Q1 2026. 1,502 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Beacon Pointe Advisors held 20,571 shares of AstraZeneca worth $3.9M as of Q2 2026.
  • Beacon Pointe Advisors sold 2,088 AstraZeneca shares in Q2 2026, an estimated $393K.
  • AstraZeneca made up 0.02% of Beacon Pointe Advisors's portfolio in Q2 2026, its #571 holding.
  • Beacon Pointe Advisors first reported a position in AstraZeneca in Q2 2021 and has held it in 21 quarters since.
  • Beacon Pointe Advisors's AstraZeneca position peaked at $4.47M in Q1 2026.
  • 1,502 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.