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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
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 +$1.67K ﹤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

EP
Evelyn Partners London $46.9B AUM
IA
Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Halbert Hargrove Global Advisors's AZN Position: Q2 2026 in Review

Halbert Hargrove Global Advisors opened a new position in AstraZeneca (AZN) in Q2 2026: 21 shares worth $4.06K. The stake represents ﹤0.01% of the portfolio and ranks #355 among its holdings. This is a return to the name: Halbert Hargrove Global Advisors previously reported a position in AZN as recently as Q3 2025.

Halbert Hargrove Global Advisors first reported a position in AZN in Q1 2025 and has held it in 3 quarters since. 1,502 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Halbert Hargrove Global Advisors held 21 shares of AstraZeneca worth $4.06K as of Q2 2026.
  • AstraZeneca was a new Halbert Hargrove Global Advisors position in Q2 2026.
  • AstraZeneca made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #355 holding.
  • Halbert Hargrove Global Advisors first reported a position in AstraZeneca in Q1 2025 and has held it in 3 quarters since.
  • 1,502 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.