Founders Financial Alliance’s AstraZeneca AZN Stock Holding History

Founders Financial Alliance’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	$292K	Buy	1,540 +139	+10%	+$26.1K	0.04%	345
2026 Q1	$276K	Buy	+1,401	New	+$270K	0.05%	320
2025 Q4	–	Sell	-1,380	Closed	-$212K	–	616
2025 Q3	$212K	Buy	+1,380	New	+$209K	0.04%	369
2020 Q4	–	Sell	-906	Closed	-$98K	–	497
2020 Q3	$98K	Buy	+906	New	+$101K	0.06%	269

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

Founders Financial Alliance's AZN Position: Q2 2026 in Review

Founders Financial Alliance increased its AstraZeneca (AZN) stake by 9.9% in Q2 2026, buying an estimated $26.1K and bringing the position to 1,540 shares worth $292K. The position accounts for 0.04% of the portfolio, ranked #345.

Founders Financial Alliance first reported a position in AZN in Q3 2020 and has held it in 4 quarters since. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Founders Financial Alliance held 1,540 shares of AstraZeneca worth $292K as of Q2 2026.
Founders Financial Alliance bought 139 AstraZeneca shares in Q2 2026, an estimated $26.1K.
AstraZeneca made up 0.04% of Founders Financial Alliance's portfolio in Q2 2026, its #345 holding.
Founders Financial Alliance first reported a position in AstraZeneca in Q3 2020 and has held it in 4 quarters since.
1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.