Modera Wealth Management’s AstraZeneca AZN Stock Holding History

Modera 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	$359K	Buy	1,892 +352	+23%	+$66.2K	﹤0.01%	514
2026 Q1	$304K	Buy	+1,540	New	+$297K	﹤0.01%	532
2025 Q3	–	Sell	-1,462	Closed	-$204K	–	647
2025 Q2	$204K	Buy	+1,462	New	+$205K	﹤0.01%	625

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

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

Modera Wealth Management increased its AstraZeneca (AZN) stake by 23% in Q2 2026, buying an estimated $66.2K and bringing the position to 1,892 shares worth $359K. The position accounts for ﹤0.01% of the portfolio, ranked #514.

Modera Wealth Management first reported a position in AZN in Q2 2025 and has held it in 3 quarters since. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Modera Wealth Management held 1,892 shares of AstraZeneca worth $359K as of Q2 2026.
Modera Wealth Management bought 352 AstraZeneca shares in Q2 2026, an estimated $66.2K.
AstraZeneca made up ﹤0.01% of Modera Wealth Management's portfolio in Q2 2026, its #514 holding.
Modera Wealth Management first reported a position in AstraZeneca in Q2 2025 and has held it in 3 quarters since.
1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.