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 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

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

Cooper Financial Group's AZN Position: Q2 2026 in Review

Cooper Financial Group opened a new position in AstraZeneca (AZN) in Q2 2026: 6,342 shares worth $1.2M. The stake represents 0.1% of the portfolio and ranks #141 among its holdings. This is a return to the name: Cooper Financial Group previously reported a position in AZN as recently as Q4 2025.

Cooper Financial Group first reported a position in AZN in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.46M in Q4 2025. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Cooper Financial Group held 6,342 shares of AstraZeneca worth $1.2M as of Q2 2026.
AstraZeneca was a new Cooper Financial Group position in Q2 2026.
AstraZeneca made up 0.1% of Cooper Financial Group's portfolio in Q2 2026, its #141 holding.
Cooper Financial Group first reported a position in AstraZeneca in Q4 2023 and has held it in 10 quarters since.
Cooper Financial Group's AstraZeneca position peaked at $1.46M in Q4 2025.
1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.