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 Q2	$3.52M	Buy	18,550 +1,591	+9%	+$299K	0.13%	111
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

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

First Foundation Advisors's AZN Position: Q2 2026 in Review

First Foundation Advisors increased its AstraZeneca (AZN) stake by 9.4% in Q2 2026, buying an estimated $299K and bringing the position to 18,550 shares worth $3.52M. The position accounts for 0.13% of the portfolio, ranked #111.

First Foundation Advisors first reported a position in AZN in Q2 2023 and has held it in 13 quarters since. The position peaked at $17.7M in Q2 2024. 1,501 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

First Foundation Advisors held 18,550 shares of AstraZeneca worth $3.52M as of Q2 2026.
First Foundation Advisors bought 1,591 AstraZeneca shares in Q2 2026, an estimated $299K.
AstraZeneca made up 0.13% of First Foundation Advisors's portfolio in Q2 2026, its #111 holding.
First Foundation Advisors first reported a position in AstraZeneca in Q2 2023 and has held it in 13 quarters since.
First Foundation Advisors's AstraZeneca position peaked at $17.7M in Q2 2024.
1,501 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on First Foundation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.