Comprehensive Financial Consultants Institutional’s AstraZeneca AZN Stock Holding History

Comprehensive Financial Consultants Institutional’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	$1.52M	Buy	8,006 +173	+2%	+$32.5K	0.4%	79
2026 Q1	$1.54M	Sell	7,833 -89	-1%	-$17.2K	0.46%	78
2025 Q4	$1.46M	Sell	7,922 -507	-6%	-$88.9K	0.44%	77
2025 Q3	$1.29M	Buy	8,429 +141	+2%	+$21.3K	0.4%	83
2025 Q2	$1.16M	Sell	8,288 -149	-2%	-$20.9K	0.38%	85
2025 Q1	$1.24M	Buy	8,437 +122	+1%	+$17.7K	0.44%	79
2024 Q4	$1.09M	Sell	8,315 -177	-2%	-$24.8K	0.4%	85
2024 Q3	$1.32M	Sell	8,492 -434	-5%	-$70.1K	0.48%	74
2024 Q2	$1.39M	Buy	8,926 +697	+8%	+$105K	0.55%	71
2024 Q1	$1.11M	Buy	8,229 +381	+5%	+$50.5K	0.46%	78
2023 Q4	$1.06M	Buy	7,848 +195	+3%	+$25.4K	0.49%	78
2023 Q3	$1.04M	Sell	7,653 -86	-1%	-$11.7K	0.54%	71
2023 Q2	$1.04M	Buy	7,739 +122	+2%	+$18K	0.55%	70
2023 Q1	$1.06M	Sell	7,617 -109	-1%	-$14.7K	0.6%	66
2022 Q4	$1.08M	Buy	7,726 +52	+0.7%	+$6.52K	0.65%	58
2022 Q3	$862K	Buy	7,674 +623	+9%	+$79K	0.57%	63
2022 Q2	$940K	Sell	7,051 -42	-0.6%	-$5.51K	0.67%	56
2022 Q1	$913K	Buy	+7,093	New	+$851K	0.64%	58

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

Comprehensive Financial Consultants Institutional's AZN Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional increased its AstraZeneca (AZN) stake by 2.2% in Q2 2026, buying an estimated $32.5K and bringing the position to 8,006 shares worth $1.52M. The position accounts for 0.4% of the portfolio, ranked #79.

Comprehensive Financial Consultants Institutional first reported a position in AZN in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.54M in Q1 2026. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Comprehensive Financial Consultants Institutional held 8,006 shares of AstraZeneca worth $1.52M as of Q2 2026.
Comprehensive Financial Consultants Institutional bought 173 AstraZeneca shares in Q2 2026, an estimated $32.5K.
AstraZeneca made up 0.4% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #79 holding.
Comprehensive Financial Consultants Institutional first reported a position in AstraZeneca in Q1 2022 and has held it in 18 quarters since.
Comprehensive Financial Consultants Institutional's AstraZeneca position peaked at $1.54M in Q1 2026.
1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.