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MPS Loria Financial Planners’s AstraZeneca AZN Stock Holding History

MPS Loria Financial 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 		$203K Sell
1,070
-10
-0.9% -$1.88K 0.05% 90
2026
Q1 		$213K Buy
+1,080
New +$208K 0.06% 85
2022
Q2 		– Sell
-1,962
Closed -$260K – 73
2022
Q1 		$260K Buy
1,962
+7
+0.4% +$839 0.11% 68
2021
Q4 		$227K Sell
1,955
-346
-15% -$40.7K 0.09% 76
2021
Q3 		$276K Buy
2,301
+25
+1% +$2.91K 0.13% 65
2021
Q2 		$273K Sell
2,276
-397
-15% -$43.6K 0.13% 62
2021
Q1 		$265K Sell
2,673
-191
-7% -$19.2K 0.12% 63
2020
Q4 		$289K Sell
2,864
-50
-2% -$5.3K 0.13% 58
2020
Q3 		$319K Sell
2,914
-1
-0% -$111 0.17% 46
2020
Q2 		$308K Sell
2,915
-1,153
-28% -$119K 0.16% 46
2020
Q1 		$363K Sell
4,068
-174
-4% -$16.4K 0.28% 33
2019
Q4 		$422K Hold
4,242
– – 0.25% 35
2019
Q3 		$378K Sell
4,242
-18
-0.4% -$1.56K 0.25% 37
2019
Q2 		$351K Sell
4,260
-154
-3% -$12.1K 0.22% 42
2019
Q1 		$357K Buy
4,414
+35
+0.8% +$2.76K 0.24% 42
2018
Q4 		$332K Buy
4,379
+25
+0.6% +$1.95K 0.24% 45
2018
Q3 		$345K Sell
4,354
-53
-1% -$4.01K 0.22% 46
2018
Q2 		$309K Hold
4,407
– – 0.31% 49
2018
Q1 		$308K Buy
4,407
+55
+1% +$3.81K 0.22% 51
2017
Q4 		$302K Hold
4,352
– – 0.21% 56
2017
Q3 		$295K Buy
4,352
+44
+1% +$2.78K 0.21% 55
2017
Q2 		$250K Buy
+4,308
New +$281K 0.17% 58

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

MPS Loria Financial Planners's AZN Position: Q2 2026 in Review

MPS Loria Financial Planners reduced its AstraZeneca (AZN) stake by 0.93% in Q2 2026, selling an estimated $1.88K and leaving 1,070 shares worth $203K. The position accounts for 0.05% of the portfolio, ranked #90.

MPS Loria Financial Planners first reported a position in AZN in Q2 2017 and has held it in 22 quarters since. The position peaked at $422K in Q4 2019. 1,504 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • MPS Loria Financial Planners held 1,070 shares of AstraZeneca worth $203K as of Q2 2026.
  • MPS Loria Financial Planners sold 10 AstraZeneca shares in Q2 2026, an estimated $1.88K.
  • AstraZeneca made up 0.05% of MPS Loria Financial Planners's portfolio in Q2 2026, its #90 holding.
  • MPS Loria Financial Planners first reported a position in AstraZeneca in Q2 2017 and has held it in 22 quarters since.
  • MPS Loria Financial Planners's AstraZeneca position peaked at $422K in Q4 2019.
  • 1,504 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on MPS Loria Financial Planners's 13F filing for Q2 2026, filed 30 Jul 2026.