Berman McAleer’s AstraZeneca AZN Stock Holding History

Berman McAleer’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	$832K	Buy	4,386 +55	+1%	+$10.3K	0.1%	76
2026 Q1	$854K	Sell	4,331 -5	-0.1%	-$964	0.12%	68
2025 Q4	$797K	Buy	4,336 +6	+0.1%	+$1.05K	0.11%	71
2025 Q3	$664K	Buy	+4,330	New	+$655K	0.09%	77

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

Berman McAleer's AZN Position: Q2 2026 in Review

Berman McAleer increased its AstraZeneca (AZN) stake by 1.3% in Q2 2026, buying an estimated $10.3K and bringing the position to 4,386 shares worth $832K. The position accounts for 0.1% of the portfolio, ranked #76.

Berman McAleer first reported a position in AZN in Q3 2025 and has held it in 4 quarters since. The position peaked at $854K in Q1 2026. 1,493 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Berman McAleer held 4,386 shares of AstraZeneca worth $832K as of Q2 2026.
Berman McAleer bought 55 AstraZeneca shares in Q2 2026, an estimated $10.3K.
AstraZeneca made up 0.1% of Berman McAleer's portfolio in Q2 2026, its #76 holding.
Berman McAleer first reported a position in AstraZeneca in Q3 2025 and has held it in 4 quarters since.
Berman McAleer's AstraZeneca position peaked at $854K in Q1 2026.
1,493 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Berman McAleer's 13F filing for Q2 2026, filed 16 Jul 2026.