One Wealth Advisors’s AstraZeneca AZN Stock Holding History

One Wealth 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	$690K	Buy	3,637 +281	+8%	+$52.9K	0.08%	138
2026 Q1	$662K	Buy	3,356 +1,954	+139%	+$377K	0.08%	134
2025 Q4	$258K	Sell	1,402 -260	-16%	-$45.6K	0.03%	261
2025 Q3	$255K	Sell	1,662 -84	-5%	-$12.7K	0.03%	261
2025 Q2	$244K	Sell	1,746 -21	-1%	-$2.94K	0.03%	252
2025 Q1	$260K	Buy	+1,767	New	+$256K	0.04%	235
2023 Q1	–	Sell	-734	Closed	-$99.5K	–	229
2022 Q4	$99.5K	Buy	+734	New	+$92K	0.02%	293
2018 Q1	–	Sell	-893	Closed	-$62K	–	518
2017 Q4	$62K	Buy	+893	New	+$60.2K	0.05%	262

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

One Wealth Advisors's AZN Position: Q2 2026 in Review

One Wealth Advisors increased its AstraZeneca (AZN) stake by 8.4% in Q2 2026, buying an estimated $52.9K and bringing the position to 3,637 shares worth $690K. The position accounts for 0.08% of the portfolio, ranked #138.

One Wealth Advisors first reported a position in AZN in Q4 2017 and has held it in 8 quarters since. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

One Wealth Advisors held 3,637 shares of AstraZeneca worth $690K as of Q2 2026.
One Wealth Advisors bought 281 AstraZeneca shares in Q2 2026, an estimated $52.9K.
AstraZeneca made up 0.08% of One Wealth Advisors's portfolio in Q2 2026, its #138 holding.
One Wealth Advisors first reported a position in AstraZeneca in Q4 2017 and has held it in 8 quarters since.
1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on One Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.