Halbert Hargrove Global Advisors
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Halbert Hargrove Global Advisors’s AstraZeneca AZN Stock Holding History

Halbert Hargrove Global 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 		– Sell
-21
Closed -$4.06K – 386
2026
Q2 		$4.06K Buy
+21
New +$3.95K ﹤0.01% 355
2025
Q4 		– Sell
-11
Closed -$1.61K – 400
2025
Q3 		$1.61K Buy
+11
New +$1.66K ﹤0.01% 606
2025
Q2 		– Sell
-11
Closed -$1.51K – 344
2025
Q1 		$1.51K Buy
+11
New +$1.59K ﹤0.01% 424

Other funds holding AZN

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Vanguard Asset Management
Vanguard Asset Management London, Ec4n 8af $162B AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM

Halbert Hargrove Global Advisors's AZN Position: Q3 2026 in Review

Halbert Hargrove Global Advisors sold out of AstraZeneca (AZN) in Q3 2026, closing a stake of 21 shares — an estimated $4.06K sold.

Halbert Hargrove Global Advisors first reported a position in AZN in Q1 2025 and held it in 3 quarters. The position peaked at $4.06K in Q2 2026. 1,222 funds tracked by Wall St. Rank hold AZN as of Q3 2026.

  • Halbert Hargrove Global Advisors reported no remaining AstraZeneca position as of Q3 2026 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 21 AstraZeneca shares in Q3 2026, an estimated $4.06K.
  • Halbert Hargrove Global Advisors first reported a position in AstraZeneca in Q1 2025 and held it in 3 quarters.
  • Halbert Hargrove Global Advisors's AstraZeneca position peaked at $4.06K in Q2 2026.
  • 1,222 funds tracked by Wall St. Rank held AstraZeneca as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.