Center for Financial Planning’s AstraZeneca AZN Stock Holding History

Center for Financial Planning’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	$100K	Hold	528	–	–	0.01%	241
2026 Q1	$104K	Sell	528 -1	-0.2%	-$193	0.01%	227
2025 Q4	$97.2K	Hold	529	–	–	0.01%	232
2025 Q3	$81.1K	Hold	529	–	–	0.01%	253
2025 Q2	$73.9K	Hold	529	–	–	0.01%	251
2025 Q1	$77.7K	Hold	529	–	–	0.01%	235
2024 Q4	$69.3K	Buy	529 +193	+57%	+$27K	0.01%	235
2024 Q3	$52.3K	Hold	336	–	–	0.01%	244
2024 Q2	$52.3K	Hold	336	–	–	0.01%	227
2024 Q1	$45.5K	Hold	336	–	–	0.01%	252
2023 Q4	$45.2K	Hold	336	–	–	0.01%	230
2023 Q3	$45.4K	Buy	336 +83	+33%	+$11.3K	0.01%	224
2023 Q2	$36.1K	Buy	253 +28	+12%	+$4.12K	0.01%	268
2023 Q1	$31.2K	Hold	225	–	–	0.01%	264
2022 Q4	$30.5K	Hold	225	–	–	0.01%	260
2022 Q3	$25K	Hold	225	–	–	0.01%	273
2022 Q2	$30K	Hold	225	–	–	0.01%	257
2022 Q1	$30K	Hold	225	–	–	0.01%	270
2021 Q4	$26K	Hold	225	–	–	0.01%	293
2021 Q3	$27K	Hold	225	–	–	0.01%	282
2021 Q2	$27K	Hold	225	–	–	0.01%	279
2021 Q1	$22K	Hold	225	–	–	0.01%	297
2020 Q4	$22K	Sell	225 -119	-35%	-$12.6K	0.01%	271
2020 Q3	$38K	Hold	344	–	–	0.01%	209
2020 Q2	$36K	Hold	344	–	–	0.01%	209
2020 Q1	$31K	Hold	344	–	–	0.01%	212
2019 Q4	$34K	Buy	+344	New	+$32.4K	0.01%	219

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

Center for Financial Planning's AZN Position: Q2 2026 in Review

Center for Financial Planning held its AstraZeneca (AZN) position steady in Q2 2026 at 528 shares worth $100K. The position accounts for 0.01% of the portfolio, ranked #241.

Center for Financial Planning first reported a position in AZN in Q4 2019 and has held it in 27 quarters since. The position peaked at $104K in Q1 2026. 1,507 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Center for Financial Planning held 528 shares of AstraZeneca worth $100K as of Q2 2026.
Center for Financial Planning left its AstraZeneca share count unchanged in Q2 2026.
AstraZeneca made up 0.01% of Center for Financial Planning's portfolio in Q2 2026, its #241 holding.
Center for Financial Planning first reported a position in AstraZeneca in Q4 2019 and has held it in 27 quarters since.
Center for Financial Planning's AstraZeneca position peaked at $104K in Q1 2026.
1,507 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.