Bedel Financial Consulting’s AstraZeneca AZN Stock Holding History

Bedel Financial Consulting’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	$228K	Hold	1,200	–	–	0.02%	285
2026 Q1	$237K	Hold	1,200	–	–	0.03%	269
2025 Q4	$221K	Buy	+1,200	New	+$210K	0.02%	265
2022 Q3	–	Sell	-2,165	Closed	-$286K	–	214
2022 Q2	$286K	Hold	2,165	–	–	0.08%	152
2022 Q1	$287K	Buy	2,165 +15	+0.7%	+$1.8K	0.09%	148
2021 Q4	$250K	Hold	2,150	–	–	0.08%	168
2021 Q3	$258K	Buy	2,150 +7	+0.3%	+$815	0.09%	156
2021 Q2	$257K	Hold	2,143	–	–	0.09%	157
2021 Q1	$213K	Buy	2,143 +1,168	+120%	+$117K	0.08%	170
2020 Q4	$97K	Hold	975	–	–	0.04%	227
2020 Q3	$107K	Buy	+975	New	+$108K	0.05%	199

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

Bedel Financial Consulting's AZN Position: Q2 2026 in Review

Bedel Financial Consulting held its AstraZeneca (AZN) position steady in Q2 2026 at 1,200 shares worth $228K. The position accounts for 0.02% of the portfolio, ranked #285.

Bedel Financial Consulting first reported a position in AZN in Q3 2020 and has held it in 11 quarters since. The position peaked at $287K in Q1 2022. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Bedel Financial Consulting held 1,200 shares of AstraZeneca worth $228K as of Q2 2026.
Bedel Financial Consulting left its AstraZeneca share count unchanged in Q2 2026.
AstraZeneca made up 0.02% of Bedel Financial Consulting's portfolio in Q2 2026, its #285 holding.
Bedel Financial Consulting first reported a position in AstraZeneca in Q3 2020 and has held it in 11 quarters since.
Bedel Financial Consulting's AstraZeneca position peaked at $287K in Q1 2022.
1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.