AstraZeneca shares owned by UMA Financial Services
Quarter-by-quarter ownership of AstraZeneca (AZN) shares owned by UMA Financial Services
from 13F filings
Historical chart of UMA Financial Services investment in AstraZeneca
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Quarterly reported holdings in AstraZeneca by UMA Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $114k | 1.5k | 76.70 |
| 2025-06-30 | $103k | 1.5k | 69.90 |
| 2025-03-31 | $139k | 1.9k | 73.52 |
| 2024-12-31 | $144k | 2.2k | 65.53 |
| 2024-09-30 | $239k | 3.1k | 77.85 |
| 2024-06-30 | $202k | 2.6k | 78.60 |