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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
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

IA
Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VAM
Vanguard Asset Management London, Ec4n 8af $117B AUM

Beacon Pointe Advisors's AZN Position: Q1 2026 in Review

Beacon Pointe Advisors increased its AstraZeneca (AZN) stake by 51% in Q1 2026, buying an estimated $1.47M and bringing the position to 22,659 shares worth $4.47M. The position accounts for 0.02% of the portfolio, ranked #500.

Beacon Pointe Advisors first reported a position in AZN in Q2 2021 and has held it in 20 quarters since. 1,377 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

  • Beacon Pointe Advisors held 22,659 shares of AstraZeneca worth $4.47M as of Q1 2026.
  • Beacon Pointe Advisors bought 7,629 AstraZeneca shares in Q1 2026, an estimated $1.47M.
  • AstraZeneca made up 0.02% of Beacon Pointe Advisors's portfolio in Q1 2026, its #500 holding.
  • Beacon Pointe Advisors first reported a position in AstraZeneca in Q2 2021 and has held it in 20 quarters since.
  • 1,377 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.