FFA
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Farther Finance Advisors’s AstraZeneca AZN Stock Holding History

Farther Finance 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
Q3 		$1.97M Buy
12,223
+341
+3% +$56.8K 0.01% 778
2026
Q2 		$2.25M Buy
+11,882
New +$2.23M 0.02% 682
2026
Q1 		– Sell
-11,333
Closed -$2.08M – 5764
2025
Q4 		$2.08M Buy
11,333
+6,219
+122% +$1.09M 0.02% 565
2025
Q3 		$785K Buy
5,114
+1,462
+40% +$221K 0.01% 849
2025
Q2 		$510K Buy
3,652
+610
+20% +$85.5K 0.01% 898
2025
Q1 		$442K Buy
3,042
+353
+13% +$51.1K 0.01% 838
2024
Q4 		$352K Sell
2,689
-12
-0.4% -$1.68K 0.01% 736
2024
Q3 		$421K Sell
2,701
-104
-4% -$16.8K 0.02% 668
2024
Q2 		$437K Buy
2,805
+871
+45% +$131K 0.02% 523
2024
Q1 		$260K Sell
1,934
-37
-2% -$4.9K 0.02% 597
2023
Q4 		$265K Buy
1,971
+939
+91% +$122K 0.02% 483
2023
Q3 		$140K Buy
1,032
+202
+24% +$27.6K 0.02% 459
2023
Q2 		$119K Sell
830
-85
-9% -$12.5K 0.03% 410
2023
Q1 		$127K Buy
915
+151
+20% +$20.3K 0.04% 347
2022
Q4 		$104K Buy
+764
New +$95.8K 0.04% 322

Other funds holding AZN

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
CCM
Cox Capital Management Andover, Massachusetts $179M AUM 28.94% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
PC
Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Farther Finance Advisors's AZN Position: Q3 2026 in Review

Farther Finance Advisors increased its AstraZeneca (AZN) stake by 2.9% in Q3 2026, buying an estimated $56.8K and bringing the position to 12,223 shares worth $1.97M. The position accounts for 0.01% of the portfolio, ranked #778.

Farther Finance Advisors first reported a position in AZN in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.25M in Q2 2026. 47 funds tracked by Wall St. Rank hold AZN as of Q3 2026.

  • Farther Finance Advisors held 12,223 shares of AstraZeneca worth $1.97M as of Q3 2026.
  • Farther Finance Advisors bought 341 AstraZeneca shares in Q3 2026, an estimated $56.8K.
  • AstraZeneca made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #778 holding.
  • Farther Finance Advisors first reported a position in AstraZeneca in Q4 2022 and has held it in 15 quarters since.
  • Farther Finance Advisors's AstraZeneca position peaked at $2.25M in Q2 2026.
  • 47 funds tracked by Wall St. Rank held AstraZeneca as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.