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OneAscent Financial Services’s AstraZeneca AZN Stock Holding History

OneAscent Financial Services’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 		$517K Buy
2,724
+34
+1% +$6.39K 0.02% 375
2026
Q1 		$531K Buy
+2,690
New +$519K 0.03% 331
2025
Q3 		– Sell
-1,790
Closed -$254K – 401
2025
Q2 		$254K Sell
1,790
-2,220
-55% -$311K 0.02% 451
2025
Q1 		$584K Buy
4,010
+2,238
+126% +$324K 0.04% 309
2024
Q4 		$232K Buy
+1,772
New +$248K 0.02% 427

Other funds holding AZN

EP
Evelyn Partners London $46.9B AUM
IA
Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

OneAscent Financial Services's AZN Position: Q2 2026 in Review

OneAscent Financial Services increased its AstraZeneca (AZN) stake by 1.3% in Q2 2026, buying an estimated $6.39K and bringing the position to 2,724 shares worth $517K. The position accounts for 0.02% of the portfolio, ranked #375.

OneAscent Financial Services first reported a position in AZN in Q4 2024 and has held it in 5 quarters since. The position peaked at $584K in Q1 2025. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • OneAscent Financial Services held 2,724 shares of AstraZeneca worth $517K as of Q2 2026.
  • OneAscent Financial Services bought 34 AstraZeneca shares in Q2 2026, an estimated $6.39K.
  • AstraZeneca made up 0.02% of OneAscent Financial Services's portfolio in Q2 2026, its #375 holding.
  • OneAscent Financial Services first reported a position in AstraZeneca in Q4 2024 and has held it in 5 quarters since.
  • OneAscent Financial Services's AstraZeneca position peaked at $584K in Q1 2025.
  • 1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

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