Cooper Financial Group’s AstraZeneca AZN Stock Holding History

Cooper Financial Group’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 Q3	$1.08M	Buy	6,690 +348	+5%	+$58K	0.09%	160
2026 Q2	$1.2M	Buy	+6,342	New	+$1.19M	0.1%	141
2026 Q1	–	Sell	-7,917	Closed	-$1.46M	–	429
2025 Q4	$1.46M	Sell	7,917 -140	-2%	-$24.6K	0.15%	106
2025 Q3	$1.24M	Buy	8,057 +316	+4%	+$47.8K	0.14%	120
2025 Q2	$1.08M	Sell	7,741 -210	-3%	-$29.4K	0.13%	133
2025 Q1	$1.17M	Buy	7,951 +1,217	+18%	+$176K	0.15%	124
2024 Q4	$882K	Sell	6,734 -583	-8%	-$81.6K	0.11%	159
2024 Q3	$1.14M	Buy	7,317 +3,134	+75%	+$506K	0.15%	119
2024 Q2	$652K	Buy	4,183 +499	+14%	+$75.1K	0.1%	182
2024 Q1	$499K	Buy	3,684 +482	+15%	+$63.8K	0.08%	217
2023 Q4	$431K	Buy	+3,202	New	+$416K	0.08%	226

Other funds holding AZN

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

PAS

Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

CCM

Cox Capital Management Andover, Massachusetts $179M AUM 28.94% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Cooper Financial Group's AZN Position: Q3 2026 in Review

Cooper Financial Group increased its AstraZeneca (AZN) stake by 5.5% in Q3 2026, buying an estimated $58K and bringing the position to 6,690 shares worth $1.08M. The position accounts for 0.09% of the portfolio, ranked #160.

Cooper Financial Group first reported a position in AZN in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.46M in Q4 2025. 47 funds tracked by Wall St. Rank hold AZN as of Q3 2026.

Cooper Financial Group held 6,690 shares of AstraZeneca worth $1.08M as of Q3 2026.
Cooper Financial Group bought 348 AstraZeneca shares in Q3 2026, an estimated $58K.
AstraZeneca made up 0.09% of Cooper Financial Group's portfolio in Q3 2026, its #160 holding.
Cooper Financial Group first reported a position in AstraZeneca in Q4 2023 and has held it in 11 quarters since.
Cooper Financial Group's AstraZeneca position peaked at $1.46M in Q4 2025.
47 funds tracked by Wall St. Rank held AstraZeneca as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.