Mather Group’s AstraZeneca AZN Stock Holding History

Mather 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	$282K	Buy	1,489 +40	+3%	+$7.52K	﹤0.01%	697
2026 Q1	$286K	Sell	1,449 -74	-5%	-$14.3K	﹤0.01%	637
2025 Q4	$280K	Buy	1,523 +52	+4%	+$9.12K	﹤0.01%	541
2025 Q3	$226K	Sell	1,471 -101	-6%	-$15.3K	﹤0.01%	593
2025 Q2	$220K	Sell	1,572 -55	-3%	-$7.71K	﹤0.01%	579
2025 Q1	$239K	Buy	1,627 +134	+9%	+$19.4K	﹤0.01%	541
2024 Q4	$196K	Sell	1,493 -51	-3%	-$7.14K	﹤0.01%	574
2024 Q3	$241K	Sell	1,544 -351	-19%	-$56.7K	﹤0.01%	519
2024 Q2	$257K	Buy	1,895 +354	+23%	+$53.3K	﹤0.01%	565
2024 Q1	$208K	Buy	+1,541	New	+$204K	﹤0.01%	518
2023 Q2	–	Sell	-1,444	Closed	-$200K	–	621
2023 Q1	$200K	Buy	+1,444	New	+$194K	﹤0.01%	500
2022 Q3	–	Sell	-1,579	Closed	-$209K	–	470
2022 Q2	$209K	Hold	1,579	–	–	﹤0.01%	359
2022 Q1	$209K	Buy	+1,579	New	+$189K	﹤0.01%	426
2020 Q1	–	Sell	-2,669	Closed	-$266K	–	139
2019 Q4	$266K	Buy	+2,669	New	+$251K	0.02%	140

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

Mather Group's AZN Position: Q2 2026 in Review

Mather Group increased its AstraZeneca (AZN) stake by 2.8% in Q2 2026, buying an estimated $7.52K and bringing the position to 1,489 shares worth $282K. The position accounts for ﹤0.01% of the portfolio, ranked #697.

Mather Group first reported a position in AZN in Q4 2019 and has held it in 14 quarters since. The position peaked at $286K in Q1 2026. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Mather Group held 1,489 shares of AstraZeneca worth $282K as of Q2 2026.
Mather Group bought 40 AstraZeneca shares in Q2 2026, an estimated $7.52K.
AstraZeneca made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #697 holding.
Mather Group first reported a position in AstraZeneca in Q4 2019 and has held it in 14 quarters since.
Mather Group's AstraZeneca position peaked at $286K in Q1 2026.
1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.