Monument Capital Management’s AstraZeneca AZN Stock Holding History

Monument Capital 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	$425K	Buy	2,243 +315	+16%	+$59.2K	0.09%	180
2026 Q1	$380K	Buy	1,928 +23	+1%	+$4.43K	0.1%	152
2025 Q4	$350K	Buy	1,905 +171	+10%	+$30K	0.09%	166
2025 Q3	$266K	Buy	+1,734	New	+$262K	0.07%	180
2018 Q4	–	Sell	-5	Closed	–	–	110
2018 Q3	$0	Buy	+5	New	+$378	﹤0.01%	322
2018 Q2	–	Sell	-5	Closed	–	–	147
2018 Q1	$0	Hold	5	–	–	﹤0.01%	136
2017 Q4	$0	Buy	+5	New	+$337	﹤0.01%	120

Other funds holding AZN

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

CDDEC

Caisse Des Depots Et Consignations Paris, France $5.91B AUM 35.65% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ISS

Intesa Sanpaolo SpA. Turin, Italy $2.92B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Monument Capital Management's AZN Position: Q2 2026 in Review

Monument Capital Management increased its AstraZeneca (AZN) stake by 16% in Q2 2026, buying an estimated $59.2K and bringing the position to 2,243 shares worth $425K. The position accounts for 0.09% of the portfolio, ranked #180.

Monument Capital Management first reported a position in AZN in Q4 2017 and has held it in 7 quarters since. 655 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Monument Capital Management held 2,243 shares of AstraZeneca worth $425K as of Q2 2026.
Monument Capital Management bought 315 AstraZeneca shares in Q2 2026, an estimated $59.2K.
AstraZeneca made up 0.09% of Monument Capital Management's portfolio in Q2 2026, its #180 holding.
Monument Capital Management first reported a position in AstraZeneca in Q4 2017 and has held it in 7 quarters since.
655 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Monument Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.