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 Q2	$730K	Sell	3,850 -18	-0.5%	-$3.39K	0.25%	93
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

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

Brown Financial Advisors's AZN Position: Q2 2026 in Review

Brown Financial Advisors reduced its AstraZeneca (AZN) stake by 0.47% in Q2 2026, selling an estimated $3.39K and leaving 3,850 shares worth $730K. The position accounts for 0.25% of the portfolio, ranked #93.

Brown Financial Advisors first reported a position in AZN in Q2 2024 and has held it in 4 quarters since. The position peaked at $763K in Q1 2026. 1,507 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Brown Financial Advisors held 3,850 shares of AstraZeneca worth $730K as of Q2 2026.
Brown Financial Advisors sold 18 AstraZeneca shares in Q2 2026, an estimated $3.39K.
AstraZeneca made up 0.25% of Brown Financial Advisors's portfolio in Q2 2026, its #93 holding.
Brown Financial Advisors first reported a position in AstraZeneca in Q2 2024 and has held it in 4 quarters since.
Brown Financial Advisors's AstraZeneca position peaked at $763K in Q1 2026.
1,507 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Brown Financial Advisors's 13F filing for Q2 2026, filed 26 Aug 2026.