HFP
AZN icon

Holistic Financial Partners’s AstraZeneca AZN Stock Holding History

Holistic Financial Partners’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 		$384K Buy
2,026
+70
+4% +$13.2K 0.23% 62
2026
Q1 		$386K Sell
1,956
-145
-7% -$28K 0.14% 71
2025
Q4 		$386K Sell
2,101
-171
-8% -$30K 0.14% 74
2025
Q3 		$349K Buy
2,272
+188
+9% +$28.5K 0.14% 85
2025
Q2 		$291K Buy
2,084
+628
+43% +$88K 0.13% 92
2025
Q1 		$214K Buy
+1,456
New +$211K 0.1% 109
2024
Q4 		– Sell
-2,040
Closed -$318K – 125
2024
Q3 		$318K Sell
2,040
-876
-30% -$141K 0.15% 78
2024
Q2 		$455K Sell
2,916
-285
-9% -$42.9K 0.23% 53
2024
Q1 		$434K Buy
3,201
+117
+4% +$15.5K 0.22% 55
2023
Q4 		$415K Sell
3,084
-180
-6% -$23.4K 0.25% 52
2023
Q3 		$442K Buy
3,264
+220
+7% +$30K 0.29% 45
2023
Q2 		$436K Sell
3,044
-133
-4% -$19.6K 0.3% 44
2023
Q1 		$441K Buy
3,177
+572
+22% +$77K 0.35% 44
2022
Q4 		$353K Sell
2,605
-302
-10% -$37.9K 0.32% 53
2022
Q3 		$319K Buy
2,907
+901
+45% +$114K 0.32% 51
2022
Q2 		$265K Hold
2,006
– – 0.25% 65
2022
Q1 		$266K Buy
+2,006
New +$241K 0.17% 81

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

Holistic Financial Partners's AZN Position: Q2 2026 in Review

Holistic Financial Partners increased its AstraZeneca (AZN) stake by 3.6% in Q2 2026, buying an estimated $13.2K and bringing the position to 2,026 shares worth $384K. The position accounts for 0.23% of the portfolio, ranked #62.

Holistic Financial Partners first reported a position in AZN in Q1 2022 and has held it in 17 quarters since. The position peaked at $455K in Q2 2024. 1,502 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Holistic Financial Partners held 2,026 shares of AstraZeneca worth $384K as of Q2 2026.
  • Holistic Financial Partners bought 70 AstraZeneca shares in Q2 2026, an estimated $13.2K.
  • AstraZeneca made up 0.23% of Holistic Financial Partners's portfolio in Q2 2026, its #62 holding.
  • Holistic Financial Partners first reported a position in AstraZeneca in Q1 2022 and has held it in 17 quarters since.
  • Holistic Financial Partners's AstraZeneca position peaked at $455K in Q2 2024.
  • 1,502 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Holistic Financial Partners's 13F filing for Q2 2026, filed 23 Jul 2026.