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Cornerstone Planning’s AstraZeneca AZN Stock Holding History

Cornerstone 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 		$1.83M Buy
9,674
+253
+3% +$47.6K 0.42% 75
2026
Q1 		$1.86M Buy
+9,421
New +$1.82M 0.42% 83

Other funds holding AZN

EP
Evelyn Partners London $46.9B AUM
IA
Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cornerstone Planning's AZN Position: Q2 2026 in Review

Cornerstone Planning increased its AstraZeneca (AZN) stake by 2.7% in Q2 2026, buying an estimated $47.6K and bringing the position to 9,674 shares worth $1.83M. The position accounts for 0.42% of the portfolio, ranked #75.

Cornerstone Planning first reported a position in AZN in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.86M in Q1 2026. 1,494 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Cornerstone Planning held 9,674 shares of AstraZeneca worth $1.83M as of Q2 2026.
  • Cornerstone Planning bought 253 AstraZeneca shares in Q2 2026, an estimated $47.6K.
  • AstraZeneca made up 0.42% of Cornerstone Planning's portfolio in Q2 2026, its #75 holding.
  • Cornerstone Planning first reported a position in AstraZeneca in Q1 2026 and has held it in 2 quarters since.
  • Cornerstone Planning's AstraZeneca position peaked at $1.86M in Q1 2026.
  • 1,494 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Cornerstone Planning's 13F filing for Q2 2026, filed 30 Jul 2026.