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Financial Life Planners’s AstraZeneca AZN Stock Holding History

Financial Life Planners’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 		$303 Hold
2
– – ﹤0.01% 315
2026
Q1 		$315 Buy
+2
New +$386 ﹤0.01% 338
2025
Q4 		– Sell
-2
Closed -$245 – 86
2025
Q3 		$245 Buy
+2
New +$303 ﹤0.01% 336
2025
Q1 		– Sell
-2
Closed -$205 – 112
2024
Q4 		$205 Buy
+2
New +$280 ﹤0.01% 381

Other funds holding AZN

RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CDDEC
Caisse Des Depots Et Consignations Paris, France $5.91B AUM 35.65% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ISS
Intesa Sanpaolo SpA. Turin, Italy $2.92B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Financial Life Planners's AZN Position: Q2 2026 in Review

Financial Life Planners held its AstraZeneca (AZN) position steady in Q2 2026 at 2 shares worth $303. The position accounts for ﹤0.01% of the portfolio, ranked #315.

Financial Life Planners first reported a position in AZN in Q4 2024 and has held it in 4 quarters since. The position peaked at $315 in Q1 2026. 655 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Financial Life Planners held 2 shares of AstraZeneca worth $303 as of Q2 2026.
  • Financial Life Planners left its AstraZeneca share count unchanged in Q2 2026.
  • AstraZeneca made up ﹤0.01% of Financial Life Planners's portfolio in Q2 2026, its #315 holding.
  • Financial Life Planners first reported a position in AstraZeneca in Q4 2024 and has held it in 4 quarters since.
  • Financial Life Planners's AstraZeneca position peaked at $315 in Q1 2026.
  • 655 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.