OIA
AZN icon

OneDigital Investment Advisors’s AstraZeneca AZN Stock Holding History

OneDigital Investment 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 		$1.97M Sell
10,395
-1,209
-10% -$227K 0.02% 515
2026
Q1 		$2.29M Sell
11,604
-623
-5% -$120K 0.02% 440
2025
Q4 		$2.25M Sell
12,227
-710
-5% -$125K 0.02% 433
2025
Q3 		$1.98M Buy
12,937
+730
+6% +$110K 0.02% 442
2025
Q2 		$1.71M Sell
12,207
-3,332
-21% -$467K 0.02% 474
2025
Q1 		$2.28M Sell
15,539
-526
-3% -$76.1K 0.03% 374
2024
Q4 		$2.11M Buy
16,065
+2,242
+16% +$314K 0.02% 406
2024
Q3 		$2.15M Buy
13,823
+667
+5% +$108K 0.02% 422
2024
Q2 		$2.05M Buy
13,156
+7,448
+130% +$1.12M 0.03% 419
2024
Q1 		$773K Sell
5,708
-1,740
-23% -$230K 0.01% 587
2023
Q4 		$1M Buy
7,448
+2,668
+56% +$347K 0.02% 478
2023
Q3 		$647K Sell
4,780
-57
-1% -$7.79K 0.01% 559
2023
Q2 		$692K Buy
4,837
+3,376
+231% +$497K 0.02% 519
2023
Q1 		$203K Buy
+1,461
New +$197K ﹤0.01% 914
2018
Q4 		– Sell
-100
Closed -$8K – 1112
2018
Q3 		$8K Sell
100
-37
-27% -$2.8K ﹤0.01% 866
2018
Q2 		$10K Hold
137
– – ﹤0.01% 1035
2018
Q1 		$10K Hold
137
– – ﹤0.01% 1025
2017
Q4 		$9K Buy
+137
New +$9.24K ﹤0.01% 984
2017
Q3 		– Sell
-137
Closed -$9K – 1044
2017
Q2 		$9K Buy
+137
New +$8.95K ﹤0.01% 956

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

OneDigital Investment Advisors's AZN Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its AstraZeneca (AZN) stake by 10% in Q2 2026, selling an estimated $227K and leaving 10,395 shares worth $1.97M. The position accounts for 0.02% of the portfolio, ranked #515.

OneDigital Investment Advisors first reported a position in AZN in Q2 2017 and has held it in 19 quarters since. The position peaked at $2.29M in Q1 2026. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • OneDigital Investment Advisors held 10,395 shares of AstraZeneca worth $1.97M as of Q2 2026.
  • OneDigital Investment Advisors sold 1,209 AstraZeneca shares in Q2 2026, an estimated $227K.
  • AstraZeneca made up 0.02% of OneDigital Investment Advisors's portfolio in Q2 2026, its #515 holding.
  • OneDigital Investment Advisors first reported a position in AstraZeneca in Q2 2017 and has held it in 19 quarters since.
  • OneDigital Investment Advisors's AstraZeneca position peaked at $2.29M in Q1 2026.
  • 1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.