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Brown Financial Advisors’s AstraZeneca AZN Stock Holding History

Brown Financial 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 		$763K Buy
3,868
+1,011
+35% +$195K 0.29% 91
2025
Q4 		$525K Buy
+2,857
New +$501K 0.19% 103
2024
Q3 		– Sell
-12
Closed -$1.79K – 131
2024
Q2 		$1.79K Buy
+12
New +$1.81K ﹤0.01% 195

Other funds holding AZN

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Asset Management
Vanguard Asset Management London, Ec4n 8af $148B AUM

Brown Financial Advisors's AZN Position: Q1 2026 in Review

Brown Financial Advisors increased its AstraZeneca (AZN) stake by 35% in Q1 2026, buying an estimated $195K and bringing the position to 3,868 shares worth $763K. The position accounts for 0.29% of the portfolio, ranked #91.

Brown Financial Advisors first reported a position in AZN in Q2 2024 and has held it in 3 quarters since. 1,383 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

  • Brown Financial Advisors held 3,868 shares of AstraZeneca worth $763K as of Q1 2026.
  • Brown Financial Advisors bought 1,011 AstraZeneca shares in Q1 2026, an estimated $195K.
  • AstraZeneca made up 0.29% of Brown Financial Advisors's portfolio in Q1 2026, its #91 holding.
  • Brown Financial Advisors first reported a position in AstraZeneca in Q2 2024 and has held it in 3 quarters since.
  • 1,383 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

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