First Foundation Advisors’s AstraZeneca AZN Stock Holding History

First Foundation 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	$3.34M	Sell	16,959 -45,005	-73%	-$8.68M	0.13%	105
2025 Q4	$11.4M	Sell	61,964 -4,018	-6%	-$705K	0.43%	43
2025 Q3	$10.1M	Sell	65,982 -2,258	-3%	-$342K	0.37%	51
2025 Q2	$9.54M	Sell	68,240 -14,859	-18%	-$2.08M	0.35%	51
2025 Q1	$12.2M	Sell	83,099 -11,987	-13%	-$1.73M	0.5%	44
2024 Q4	$12.5M	Sell	95,086 -7,120	-7%	-$997K	0.47%	50
2024 Q3	$15.9M	Sell	102,206 -11,213	-10%	-$1.81M	0.6%	39
2024 Q2	$17.7M	Buy	113,419 +1,834	+2%	+$276K	0.68%	37
2024 Q1	$15.1M	Buy	111,585 +28,350	+34%	+$3.75M	0.61%	41
2023 Q4	$11.2M	Sell	83,235 -19,113	-19%	-$2.48M	0.51%	53
2023 Q3	$13.9M	Buy	102,348 +26,439	+35%	+$3.61M	0.65%	41
2023 Q2	$10.9M	Buy	+75,909	New	+$11.2M	0.47%	55

Other funds holding AZN

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 Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VAM

Vanguard Asset Management London, Ec4n 8af $117B AUM

First Foundation Advisors's AZN Position: Q1 2026 in Review

First Foundation Advisors reduced its AstraZeneca (AZN) stake by 73% in Q1 2026, selling an estimated $8.68M and leaving 16,959 shares worth $3.34M. The position accounts for 0.13% of the portfolio, ranked #105.

First Foundation Advisors first reported a position in AZN in Q2 2023 and has held it in 12 quarters since. The position peaked at $17.7M in Q2 2024. 1,377 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

First Foundation Advisors held 16,959 shares of AstraZeneca worth $3.34M as of Q1 2026.
First Foundation Advisors sold 45,005 AstraZeneca shares in Q1 2026, an estimated $8.68M.
AstraZeneca made up 0.13% of First Foundation Advisors's portfolio in Q1 2026, its #105 holding.
First Foundation Advisors first reported a position in AstraZeneca in Q2 2023 and has held it in 12 quarters since.
First Foundation Advisors's AstraZeneca position peaked at $17.7M in Q2 2024.
1,377 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

Based on First Foundation Advisors's 13F filing for Q1 2026, filed 4 May 2026.