HFS
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Howard Financial Services’s AstraZeneca AZN Stock Holding History

Howard Financial Services’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 		$402K Buy
+2,120
New +$399K 0.04% 163
2026
Q1 		– Sell
-2,120
Closed -$390K – 226
2025
Q4 		$390K Hold
2,120
– – 0.05% 133
2025
Q3 		$325K Hold
2,120
– – 0.04% 141
2025
Q2 		$296K Sell
2,120
-305
-13% -$42.7K 0.04% 137
2025
Q1 		$356K Hold
2,425
– – 0.05% 129
2024
Q4 		$318K Buy
2,425
+305
+14% +$42.7K 0.04% 138
2024
Q3 		$330K Hold
2,120
– – 0.05% 119
2024
Q2 		$331K Hold
2,120
– – 0.05% 114
2024
Q1 		$287K Sell
2,120
-1,997
-49% -$264K 0.05% 128
2023
Q4 		$555K Hold
4,117
– – 0.11% 76
2023
Q3 		$558K Buy
4,117
+28
+0.7% +$3.82K 0.13% 69
2023
Q2 		$585K Hold
4,089
– – 0.14% 65
2023
Q1 		$568K Buy
4,089
+58
+1% +$7.8K 0.14% 66
2022
Q4 		$547K Hold
4,031
– – 0.14% 65
2022
Q3 		$442K Buy
4,031
+31
+0.8% +$3.93K 0.14% 68
2022
Q2 		$529K Buy
+4,000
New +$525K 0.18% 50

Other funds holding AZN

RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CDDEC
Caisse Des Depots Et Consignations Paris, France $5.91B AUM 35.65% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

Howard Financial Services's AZN Position: Q2 2026 in Review

Howard Financial Services opened a new position in AstraZeneca (AZN) in Q2 2026: 2,120 shares worth $402K. The stake represents 0.04% of the portfolio and ranks #163 among its holdings. This is a return to the name: Howard Financial Services previously reported a position in AZN as recently as Q4 2025.

Howard Financial Services first reported a position in AZN in Q2 2022 and has held it in 16 quarters since. The position peaked at $585K in Q2 2023. 419 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Howard Financial Services held 2,120 shares of AstraZeneca worth $402K as of Q2 2026.
  • AstraZeneca was a new Howard Financial Services position in Q2 2026.
  • AstraZeneca made up 0.04% of Howard Financial Services's portfolio in Q2 2026, its #163 holding.
  • Howard Financial Services first reported a position in AstraZeneca in Q2 2022 and has held it in 16 quarters since.
  • Howard Financial Services's AstraZeneca position peaked at $585K in Q2 2023.
  • 419 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Howard Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.