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Cornerstone Planning Group’s AstraZeneca AZN Stock Holding History

Cornerstone Planning 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 		$80.9K Sell
477
-32
-6% -$6.02K 0.01% 285
2026
Q1 		$92.2K Buy
509
+12
+2% +$2.31K 0.01% 262
2025
Q4 		$92.6K Buy
497
+59
+13% +$10.3K 0.01% 225
2025
Q3 		$72.1K Buy
438
+230
+111% +$34.8K 0.01% 257
2025
Q2 		$30.9K Sell
208
-140
-40% -$19.6K 0.01% 322
2025
Q1 		$47.6K Buy
348
+277
+390% +$40.1K 0.01% 248
2024
Q4 		$9.9K Sell
71
-36
-34% -$5.04K ﹤0.01% 433
2024
Q3 		$16K Buy
107
+13
+14% +$2.1K ﹤0.01% 334
2024
Q2 		$14.8K Buy
94
+44
+88% +$6.62K ﹤0.01% 365
2024
Q1 		$7.56K Buy
50
+13
+35% +$1.72K ﹤0.01% 454
2023
Q4 		$4.92K Hold
37
– – ﹤0.01% 524
2023
Q3 		$4.94K Hold
37
– – ﹤0.01% 528
2023
Q2 		$5.3K Buy
+37
New +$5.44K ﹤0.01% 875
2022
Q4 		$7.19K Buy
+51
New +$6.4K ﹤0.01% 743

Other funds holding AZN

EPGL
Evelyn Partners Group Ltd London $46.9B AUM
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SAM
SEB Asset Management Stockholm $26.6B AUM
CDDEC
Caisse Des Depots Et Consignations Paris, France $5.91B AUM 35.65% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
MGP
M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Cornerstone Planning Group's AZN Position: Q2 2026 in Review

Cornerstone Planning Group reduced its AstraZeneca (AZN) stake by 6.3% in Q2 2026, selling an estimated $6.02K and leaving 477 shares worth $80.9K. The position accounts for 0.01% of the portfolio, ranked #285.

Cornerstone Planning Group first reported a position in AZN in Q4 2022 and has held it in 14 quarters since. The position peaked at $92.6K in Q4 2025. 908 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Cornerstone Planning Group held 477 shares of AstraZeneca worth $80.9K as of Q2 2026.
  • Cornerstone Planning Group sold 32 AstraZeneca shares in Q2 2026, an estimated $6.02K.
  • AstraZeneca made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #285 holding.
  • Cornerstone Planning Group first reported a position in AstraZeneca in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's AstraZeneca position peaked at $92.6K in Q4 2025.
  • 908 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.