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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

Tip: Access up to 7 years of quarterly data

All positions including AstraZeneca held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in AstraZeneca by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $239k 3.1k 77.85
2024-06-30 $202k 2.6k 78.60

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Core S&p Ttl Stk (ITOT)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for UMA Financial Services

Top funds holding AstraZeneca

T. Rowe Price Associates
PRIMECAP Management Company
Capital Research and Management Company - Division 3
Franklin Resources
Jennison Associates
Sanders Capital
Goldman Sachs Group
Morgan Stanley
Fisher Investments
Atlantic Trust
Bank of America Corporation
BlackRock
Capital World Investors
BlackRock
GQG Partners

View all funds holding AstraZeneca