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Moneta Group Investment Advisors’s AstraZeneca AZN Stock Holding History

Moneta Group Investment Advisors’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 		$427K Buy
2,254
+339
+18% +$63.8K ﹤0.01% 591
2026
Q1 		$378K Buy
+1,915
New +$369K ﹤0.01% 571
2022
Q2 		– Sell
-1,643
Closed -$218K – 472
2022
Q1 		$218K Buy
+1,643
New +$197K 0.01% 410
2018
Q3 		– Sell
-338
Closed -$24K – 245
2018
Q2 		$24K Sell
338
-262
-44% -$18.8K ﹤0.01% 351
2018
Q1 		$42K Buy
+600
New +$41.6K 0.01% 336

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

Moneta Group Investment Advisors's AZN Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its AstraZeneca (AZN) stake by 18% in Q2 2026, buying an estimated $63.8K and bringing the position to 2,254 shares worth $427K. The position accounts for ﹤0.01% of the portfolio, ranked #591.

Moneta Group Investment Advisors first reported a position in AZN in Q1 2018 and has held it in 5 quarters since. 1,498 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Moneta Group Investment Advisors held 2,254 shares of AstraZeneca worth $427K as of Q2 2026.
  • Moneta Group Investment Advisors bought 339 AstraZeneca shares in Q2 2026, an estimated $63.8K.
  • AstraZeneca made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #591 holding.
  • Moneta Group Investment Advisors first reported a position in AstraZeneca in Q1 2018 and has held it in 5 quarters since.
  • 1,498 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.