Mowery & Schoenfeld Wealth Management’s AstraZeneca AZN Stock Holding History

Mowery & Schoenfeld 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	$294K	Hold	1,552	–	–	0.4%	42
2026 Q1	$306K	Hold	1,552	–	–	0.47%	39
2025 Q4	$285K	Sell	1,552 -209	-12%	-$36.7K	0.41%	38
2025 Q3	$270K	Hold	1,761	–	–	0.46%	38
2025 Q2	$246K	Sell	1,761 -4,968	-74%	-$696K	0.37%	41
2025 Q1	$989K	Hold	6,729	–	–	1.94%	11
2024 Q4	$882K	Sell	6,729 -38	-0.6%	-$5.32K	1.71%	14
2024 Q3	$1.05M	Hold	6,767	–	–	1.67%	12
2024 Q2	$1.06M	Buy	6,767 +139	+2%	+$20.9K	1.52%	13
2024 Q1	$898K	Hold	6,628	–	–	1.73%	12
2023 Q4	$893K	Buy	+6,628	New	+$862K	1.8%	10

Other funds holding AZN

EPGL

Evelyn Partners Group Ltd London $46.9B AUM

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SAM

SEB Asset Management Stockholm $26.6B AUM

CDDEC

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

MGP

M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's AZN Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its AstraZeneca (AZN) position steady in Q2 2026 at 1,552 shares worth $294K. The position accounts for 0.4% of the portfolio, ranked #42.

Mowery & Schoenfeld Wealth Management first reported a position in AZN in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.06M in Q2 2024. 906 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Mowery & Schoenfeld Wealth Management held 1,552 shares of AstraZeneca worth $294K as of Q2 2026.
Mowery & Schoenfeld Wealth Management left its AstraZeneca share count unchanged in Q2 2026.
AstraZeneca made up 0.4% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #42 holding.
Mowery & Schoenfeld Wealth Management first reported a position in AstraZeneca in Q4 2023 and has held it in 11 quarters since.
Mowery & Schoenfeld Wealth Management's AstraZeneca position peaked at $1.06M in Q2 2024.
906 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.