Monte Financial Group’s AstraZeneca AZN Stock Holding History

Monte Financial 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	$1.57M	Buy	9,226 +155	+2%	+$29.2K	0.5%	61
2026 Q1	$1.79M	Sell	9,071 -1,169	-11%	-$225K	0.64%	46
2025 Q4	$1.88M	Hold	10,240	–	–	0.7%	43
2025 Q3	$1.57M	Sell	10,240 -1,109	-10%	-$168K	0.58%	50
2025 Q2	$1.59M	Sell	11,349 -13	-0.1%	-$1.82K	0.62%	49
2025 Q1	$1.54M	Hold	11,362	–	–	0.67%	40
2024 Q4	$1.49M	Hold	11,362	–	–	0.64%	40
2024 Q3	$1.77M	Sell	11,362 -1,036	-8%	-$167K	0.73%	36
2024 Q2	$1.93M	Buy	12,398 +2,620	+27%	+$394K	0.85%	37
2024 Q1	$1.32M	Buy	+9,778	New	+$1.29M	0.58%	40

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

Monte Financial Group's AZN Position: Q2 2026 in Review

Monte Financial Group increased its AstraZeneca (AZN) stake by 1.7% in Q2 2026, buying an estimated $29.2K and bringing the position to 9,226 shares worth $1.57M. The position accounts for 0.5% of the portfolio, ranked #61.

Monte Financial Group first reported a position in AZN in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.93M in Q2 2024. 1,502 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Monte Financial Group held 9,226 shares of AstraZeneca worth $1.57M as of Q2 2026.
Monte Financial Group bought 155 AstraZeneca shares in Q2 2026, an estimated $29.2K.
AstraZeneca made up 0.5% of Monte Financial Group's portfolio in Q2 2026, its #61 holding.
Monte Financial Group first reported a position in AstraZeneca in Q1 2024 and has held it in 10 quarters since.
Monte Financial Group's AstraZeneca position peaked at $1.93M in Q2 2024.
1,502 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Monte Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.