Asset Planning Inc’s AstraZeneca AZN Stock Holding History

Asset Planning Inc’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	$94.8K	Hold	500	–	–	0.06%	118
2026 Q1	$98.6K	Hold	500	–	–	0.07%	115
2025 Q4	$91.9K	Hold	500	–	–	0.06%	114
2025 Q3	$76.7K	Hold	500	–	–	0.06%	124
2025 Q2	$69.9K	Hold	500	–	–	0.05%	128
2025 Q1	$73.5K	Hold	500	–	–	0.06%	125
2024 Q4	$65.5K	Buy	+500	New	+$70K	0.05%	129

Other funds holding AZN

Evelyn Partners London $46.9B AUM

Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Asset Planning Inc's AZN Position: Q2 2026 in Review

Asset Planning Inc held its AstraZeneca (AZN) position steady in Q2 2026 at 500 shares worth $94.8K. The position accounts for 0.06% of the portfolio, ranked #118.

Asset Planning Inc first reported a position in AZN in Q4 2024 and has held it in 7 quarters since. The position peaked at $98.6K in Q1 2026. 1,502 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Asset Planning Inc held 500 shares of AstraZeneca worth $94.8K as of Q2 2026.
Asset Planning Inc left its AstraZeneca share count unchanged in Q2 2026.
AstraZeneca made up 0.06% of Asset Planning Inc's portfolio in Q2 2026, its #118 holding.
Asset Planning Inc first reported a position in AstraZeneca in Q4 2024 and has held it in 7 quarters since.
Asset Planning Inc's AstraZeneca position peaked at $98.6K in Q1 2026.
1,502 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.