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Sonoma Allocations’s AstraZeneca AZN Stock Holding History

Sonoma Allocations’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 		$260K Buy
+1,408
New +$265K 0.08% 110
2025
Q4 		– Sell
-1,797
Closed -$301K – 130
2025
Q3 		$301K Buy
+1,797
New +$272K 0.11% 97

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

Sonoma Allocations's AZN Position: Q2 2026 in Review

Sonoma Allocations opened a new position in AstraZeneca (AZN) in Q2 2026: 1,408 shares worth $260K. The stake represents 0.08% of the portfolio and ranks #110 among its holdings. This is a return to the name: Sonoma Allocations previously reported a position in AZN as recently as Q3 2025.

Sonoma Allocations first reported a position in AZN in Q3 2025 and has held it in 2 quarters since. The position peaked at $301K in Q3 2025. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Sonoma Allocations held 1,408 shares of AstraZeneca worth $260K as of Q2 2026.
  • AstraZeneca was a new Sonoma Allocations position in Q2 2026.
  • AstraZeneca made up 0.08% of Sonoma Allocations's portfolio in Q2 2026, its #110 holding.
  • Sonoma Allocations first reported a position in AstraZeneca in Q3 2025 and has held it in 2 quarters since.
  • Sonoma Allocations's AstraZeneca position peaked at $301K in Q3 2025.
  • 1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Sonoma Allocations's 13F filing for Q2 2026, filed 8 Jul 2026.