SHFG
AZN icon

S Harris Financial Group’s AstraZeneca AZN Stock Holding History

S Harris Financial Group’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 		$649K Buy
3,425
+145
+4% +$27.3K 0.5% 36
2026
Q1 		$647K Sell
3,280
-398
-11% -$76.7K 0.59% 31
2025
Q4 		$676K Buy
+3,678
New +$645K 0.65% 30

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

S Harris Financial Group's AZN Position: Q2 2026 in Review

S Harris Financial Group increased its AstraZeneca (AZN) stake by 4.4% in Q2 2026, buying an estimated $27.3K and bringing the position to 3,425 shares worth $649K. The position accounts for 0.5% of the portfolio, ranked #36.

S Harris Financial Group first reported a position in AZN in Q4 2025 and has held it in 3 quarters since. The position peaked at $676K in Q4 2025. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • S Harris Financial Group held 3,425 shares of AstraZeneca worth $649K as of Q2 2026.
  • S Harris Financial Group bought 145 AstraZeneca shares in Q2 2026, an estimated $27.3K.
  • AstraZeneca made up 0.5% of S Harris Financial Group's portfolio in Q2 2026, its #36 holding.
  • S Harris Financial Group first reported a position in AstraZeneca in Q4 2025 and has held it in 3 quarters since.
  • S Harris Financial Group's AstraZeneca position peaked at $676K in Q4 2025.
  • 1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on S Harris Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.