Mascoma Wealth Management’s AstraZeneca AZN Stock Holding History

Mascoma Wealth Management’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	$25.4K	Buy	134 +2	+2%	+$376	﹤0.01%	238
2026 Q1	$26K	Hold	132	–	–	0.01%	235
2025 Q4	$24.3K	Hold	132	–	–	0.01%	242
2025 Q3	$20.3K	Hold	132	–	–	﹤0.01%	264
2025 Q2	$18.4K	Hold	132	–	–	﹤0.01%	269
2025 Q1	$19.4K	Hold	132	–	–	﹤0.01%	267
2024 Q4	$17.3K	Hold	132	–	–	﹤0.01%	285
2024 Q3	$20.6K	Hold	132	–	–	0.01%	262
2024 Q2	$20.6K	Hold	132	–	–	0.01%	268
2024 Q1	$17.9K	Hold	132	–	–	0.01%	270
2023 Q4	$17.8K	Hold	132	–	–	0.01%	280
2023 Q3	$17.9K	Hold	132	–	–	0.01%	281
2023 Q2	$18.6K	Hold	132	–	–	0.01%	271
2023 Q1	$19.3K	Hold	132	–	–	0.01%	343
2022 Q4	$17.9K	Hold	132	–	–	0.01%	345
2022 Q3	$14K	Hold	132	–	–	﹤0.01%	361
2022 Q2	$17K	Hold	132	–	–	0.01%	355
2022 Q1	$18K	Hold	132	–	–	0.01%	380
2021 Q4	$15K	Hold	132	–	–	0.01%	361
2021 Q3	$16K	Buy	+132	New	+$15.4K	0.01%	310
2017 Q4	–	Sell	-4,000	Closed	-$271K	–	373
2017 Q3	$271K	Hold	4,000	–	–	0.18%	58
2017 Q2	$273K	Hold	4,000	–	–	0.18%	55
2017 Q1	$249K	Hold	4,000	–	–	0.18%	48
2016 Q4	$219K	Buy	+4,000	New	+$227K	0.16%	57

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

Mascoma Wealth Management's AZN Position: Q2 2026 in Review

Mascoma Wealth Management increased its AstraZeneca (AZN) stake by 1.5% in Q2 2026, buying an estimated $376 and bringing the position to 134 shares worth $25.4K. The position accounts for ﹤0.01% of the portfolio, ranked #238.

Mascoma Wealth Management first reported a position in AZN in Q4 2016 and has held it in 24 quarters since. The position peaked at $273K in Q2 2017. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Mascoma Wealth Management held 134 shares of AstraZeneca worth $25.4K as of Q2 2026.
Mascoma Wealth Management bought 2 AstraZeneca shares in Q2 2026, an estimated $376.
AstraZeneca made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #238 holding.
Mascoma Wealth Management first reported a position in AstraZeneca in Q4 2016 and has held it in 24 quarters since.
Mascoma Wealth Management's AstraZeneca position peaked at $273K in Q2 2017.
1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.