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AstraZeneca shares owned by One Wealth Advisors

Quarter-by-quarter ownership of AstraZeneca (AZN) shares owned by One Wealth Advisors from 13F filings

Historical chart of One Wealth Advisors investment in AstraZeneca

Tip: Access up to 7 years of quarterly data

All positions including AstraZeneca held by One Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in AstraZeneca by One Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $255k 3.3k 76.72
2025-06-30 $244k 3.5k 69.88
2025-03-31 $260k 3.5k 73.50
2022-12-31 $100k 1.5k 67.80
2017-12-31 $62k 1.8k 34.73

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Schwab Strategic Tr Us Aggregate B (SCHZ)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Core Msci Emkt (IEMG)

View all positions for One Wealth Advisors

Top funds holding AstraZeneca

PRIMECAP Management Company
Wellington Management Company
Capital Research and Management Company - Division 3
FMR
Fisher Investments
Franklin Resources
Sanders Capital
Goldman Sachs Group
Morgan Stanley
Atlantic Trust
Dimensional Fund Advisors
Holocene Advisors
BlackRock
Ameriprise Financial
Robeco Investment Management

View all funds holding AstraZeneca