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 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

Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VAM

Vanguard Asset Management London, Ec4n 8af $117B AUM

Asset Planning Inc's AZN Position: Q1 2026 in Review

Asset Planning Inc held its AstraZeneca (AZN) position steady in Q1 2026 at 500 shares worth $98.6K. The position accounts for 0.07% of the portfolio, ranked #115.

Asset Planning Inc first reported a position in AZN in Q4 2024 and has held it in 6 quarters since. 1,377 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

Asset Planning Inc held 500 shares of AstraZeneca worth $98.6K as of Q1 2026.
Asset Planning Inc left its AstraZeneca share count unchanged in Q1 2026.
AstraZeneca made up 0.07% of Asset Planning Inc's portfolio in Q1 2026, its #115 holding.
Asset Planning Inc first reported a position in AstraZeneca in Q4 2024 and has held it in 6 quarters since.
1,377 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

Based on Asset Planning Inc's 13F filing for Q1 2026, filed 23 Apr 2026.