Morton Brown Family Wealth’s AstraZeneca AZN Stock Holding History

Morton Brown Family Wealth’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	$18.4K	Hold	97	–	–	﹤0.01%	167
2026 Q1	$19.1K	Sell	97 -1	-1%	-$193	0.01%	157
2025 Q4	$17.9K	Hold	98	–	–	﹤0.01%	159
2025 Q3	$15K	Sell	98 -24	-20%	-$3.63K	﹤0.01%	156
2025 Q2	$17.1K	Hold	122	–	–	0.01%	156
2025 Q1	$17.9K	Buy	122 +62	+103%	+$8.97K	0.01%	152
2024 Q4	$7.86K	Buy	60 +30	+100%	+$4.2K	﹤0.01%	187
2024 Q3	$4.67K	Hold	30	–	–	﹤0.01%	201
2024 Q2	$4.68K	Buy	+30	New	+$4.51K	﹤0.01%	175

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

Morton Brown Family Wealth's AZN Position: Q2 2026 in Review

Morton Brown Family Wealth held its AstraZeneca (AZN) position steady in Q2 2026 at 97 shares worth $18.4K. The position accounts for ﹤0.01% of the portfolio, ranked #167.

Morton Brown Family Wealth first reported a position in AZN in Q2 2024 and has held it in 9 quarters since. The position peaked at $19.1K in Q1 2026. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Morton Brown Family Wealth held 97 shares of AstraZeneca worth $18.4K as of Q2 2026.
Morton Brown Family Wealth left its AstraZeneca share count unchanged in Q2 2026.
AstraZeneca made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #167 holding.
Morton Brown Family Wealth first reported a position in AstraZeneca in Q2 2024 and has held it in 9 quarters since.
Morton Brown Family Wealth's AstraZeneca position peaked at $19.1K in Q1 2026.
1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.