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Mark Sheptoff Financial Planning’s AstraZeneca AZN Stock Holding History

Mark Sheptoff Financial 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
Q1 		$3.99K Sell
22
-51
-70% -$9.83K ﹤0.01% 457
2025
Q4 		$13.3K Hold
73
– – 0.01% 318
2025
Q3 		$11.1K Hold
73
– – 0.01% 333
2025
Q2 		$10.1K Buy
73
+23
+46% +$3.22K 0.01% 339
2025
Q1 		$5.56K Hold
50
– – ﹤0.01% 367
2024
Q4 		$5.56K Hold
50
– – ﹤0.01% 360
2024
Q3 		$5.56K Hold
50
– – ﹤0.01% 355
2024
Q2 		$5.56K Hold
50
– – ﹤0.01% 356
2024
Q1 		$5.56K Hold
50
– – ﹤0.01% 327
2023
Q4 		$5.56K Hold
50
– – ﹤0.01% 318
2023
Q3 		$5.56K Hold
50
– – ﹤0.01% 300
2023
Q2 		$5.56K Hold
50
– – ﹤0.01% 310
2023
Q1 		$5.56K Hold
50
– – ﹤0.01% 304
2022
Q4 		$5.56K Hold
50
– – ﹤0.01% 305
2022
Q3 		$6K Hold
50
– – ﹤0.01% 277
2022
Q2 		$6K Hold
50
– – ﹤0.01% 287
2022
Q1 		$6K Hold
50
– – ﹤0.01% 330
2021
Q4 		$6K Hold
50
– – ﹤0.01% 353
2021
Q3 		$6K Sell
50
-250
-83% -$29.1K ﹤0.01% 335
2021
Q2 		$36K Hold
300
– – 0.02% 217
2021
Q1 		$30K Sell
300
-1,400
-82% -$141K 0.02% 201
2020
Q4 		$170K Buy
1,700
+250
+17% +$26.5K 0.1% 105
2020
Q3 		$159K Buy
+1,450
New +$161K 0.1% 103
2015
Q3 		– Sell
-1,000
Closed -$64K – 399
2015
Q2 		$64K Sell
1,000
-1,100
-52% -$75.3K 0.05% 157
2015
Q1 		$144K Sell
2,100
-250
-11% -$17.4K 0.12% 117
2014
Q4 		$165K Hold
2,350
– – 0.15% 101
2014
Q3 		$168K Buy
2,350
+1,550
+194% +$113K 0.15% 112
2014
Q2 		$59K Hold
800
– – 0.05% 168
2014
Q1 		$52K Buy
+800
New +$51.7K 0.05% 177

Other funds holding AZN

IA
Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VAM
Vanguard Asset Management London, Ec4n 8af $117B AUM

Mark Sheptoff Financial Planning's AZN Position: Q1 2026 in Review

Mark Sheptoff Financial Planning reduced its AstraZeneca (AZN) stake by 70% in Q1 2026, selling an estimated $9.83K and leaving 22 shares worth $3.99K. The position accounts for ﹤0.01% of the portfolio, ranked #457.

Mark Sheptoff Financial Planning first reported a position in AZN in Q1 2014 and has held it in 29 quarters since. The position peaked at $170K in Q4 2020. 1,377 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

  • Mark Sheptoff Financial Planning held 22 shares of AstraZeneca worth $3.99K as of Q1 2026.
  • Mark Sheptoff Financial Planning sold 51 AstraZeneca shares in Q1 2026, an estimated $9.83K.
  • AstraZeneca made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #457 holding.
  • Mark Sheptoff Financial Planning first reported a position in AstraZeneca in Q1 2014 and has held it in 29 quarters since.
  • Mark Sheptoff Financial Planning's AstraZeneca position peaked at $170K in Q4 2020.
  • 1,377 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.