OneAscent Family Office’s AstraZeneca AZN Stock Holding History

OneAscent Family Office’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	$489K	Buy	2,581 +836	+48%	+$157K	0.25%	88
2026 Q1	$344K	Sell	1,745 -1	-0.1%	-$193	0.24%	101
2025 Q4	$321K	Buy	+1,746	New	+$306K	0.22%	106

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

OneAscent Family Office's AZN Position: Q2 2026 in Review

OneAscent Family Office increased its AstraZeneca (AZN) stake by 48% in Q2 2026, buying an estimated $157K and bringing the position to 2,581 shares worth $489K. The position accounts for 0.25% of the portfolio, ranked #88.

OneAscent Family Office first reported a position in AZN in Q4 2025 and has held it in 3 quarters since. 1,507 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

OneAscent Family Office held 2,581 shares of AstraZeneca worth $489K as of Q2 2026.
OneAscent Family Office bought 836 AstraZeneca shares in Q2 2026, an estimated $157K.
AstraZeneca made up 0.25% of OneAscent Family Office's portfolio in Q2 2026, its #88 holding.
OneAscent Family Office first reported a position in AstraZeneca in Q4 2025 and has held it in 3 quarters since.
1,507 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on OneAscent Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.