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Mattson Financial Services’s AstraZeneca AZN Stock Holding History

Mattson 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 		$1.23M Buy
7,238
+210
+3% +$39.5K 0.26% 108
2026
Q1 		$1.39M Buy
7,028
+1,226
+21% +$236K 0.33% 93
2025
Q4 		$1.07M Buy
+5,802
New +$1.02M 0.25% 108
2025
Q2 		– Sell
-9
Closed -$1.25K – 172
2025
Q1 		$1.25K Buy
+9
New +$1.3K ﹤0.01% 313

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

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

Mattson Financial Services increased its AstraZeneca (AZN) stake by 3% in Q2 2026, buying an estimated $39.5K and bringing the position to 7,238 shares worth $1.23M. The position accounts for 0.26% of the portfolio, ranked #108.

Mattson Financial Services first reported a position in AZN in Q1 2025 and has held it in 4 quarters since. The position peaked at $1.39M in Q1 2026. 1,502 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Mattson Financial Services held 7,238 shares of AstraZeneca worth $1.23M as of Q2 2026.
  • Mattson Financial Services bought 210 AstraZeneca shares in Q2 2026, an estimated $39.5K.
  • AstraZeneca made up 0.26% of Mattson Financial Services's portfolio in Q2 2026, its #108 holding.
  • Mattson Financial Services first reported a position in AstraZeneca in Q1 2025 and has held it in 4 quarters since.
  • Mattson Financial Services's AstraZeneca position peaked at $1.39M in Q1 2026.
  • 1,502 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Mattson Financial Services's 13F filing for Q2 2026, filed 4 Aug 2026.