Founders Financial Securities’s AstraZeneca AZN Stock Holding History

Founders Financial Securities’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	$2.41M	Sell	12,714 -3,069	-19%	-$577K	0.12%	160
2026 Q1	$3.24M	Sell	15,783 -356	-2%	-$68.6K	0.18%	115
2025 Q4	$2.97M	Buy	16,139 +506	+3%	+$88.7K	0.17%	105
2025 Q3	$2.4M	Buy	15,633 +1,074	+7%	+$163K	0.16%	127
2025 Q2	$2.03M	Buy	14,559 +5,493	+61%	+$770K	0.15%	126
2025 Q1	$1.27M	Buy	9,066 +666	+8%	+$96.4K	0.11%	186
2024 Q4	$1.1M	Buy	8,400 +1,488	+22%	+$208K	0.1%	171
2024 Q3	$1.08M	Buy	6,912 +579	+9%	+$93.5K	0.1%	175
2024 Q2	$988K	Buy	6,333 +342	+6%	+$51.5K	0.09%	183
2024 Q1	$812K	Buy	5,991 +449	+8%	+$59.5K	0.09%	191
2023 Q4	$747K	Buy	+5,542	New	+$720K	0.08%	200

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 Securities's AZN Position: Q2 2026 in Review

Founders Financial Securities reduced its AstraZeneca (AZN) stake by 19% in Q2 2026, selling an estimated $577K and leaving 12,714 shares worth $2.41M. The position accounts for 0.12% of the portfolio, ranked #160.

Founders Financial Securities first reported a position in AZN in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.24M in Q1 2026. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Founders Financial Securities held 12,714 shares of AstraZeneca worth $2.41M as of Q2 2026.
Founders Financial Securities sold 3,069 AstraZeneca shares in Q2 2026, an estimated $577K.
AstraZeneca made up 0.12% of Founders Financial Securities's portfolio in Q2 2026, its #160 holding.
Founders Financial Securities first reported a position in AstraZeneca in Q4 2023 and has held it in 11 quarters since.
Founders Financial Securities's AstraZeneca position peaked at $3.24M in Q1 2026.
1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.