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Personal CFO Solutions’s AstraZeneca AZN Stock Holding History

Personal CFO Solutions’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 		$2.11M Buy
11,123
+606
+6% +$114K 0.3% 55
2026
Q1 		$2.07M Buy
10,517
+444
+4% +$85.6K 0.29% 57
2025
Q4 		$1.85M Buy
10,073
+732
+8% +$128K 0.29% 56
2025
Q3 		$1.43M Buy
9,341
+1,088
+13% +$165K 0.25% 74
2025
Q2 		$1.15M Sell
8,253
-2,748
-25% -$385K 0.21% 92
2025
Q1 		$1.62M Buy
11,001
+352
+3% +$50.9K 0.33% 61
2024
Q4 		$1.4M Buy
10,649
+105
+1% +$14.7K 0.27% 68
2024
Q3 		$1.64M Buy
10,544
+21
+0.2% +$3.39K 0.23% 81
2024
Q2 		$1.64M Buy
10,523
+2,906
+38% +$437K 0.25% 74
2024
Q1 		$1.03M Buy
7,617
+474
+7% +$62.8K 0.16% 121
2023
Q4 		$962K Sell
7,143
-170
-2% -$22.1K 0.17% 124
2023
Q3 		$990K Sell
7,313
-909
-11% -$124K 0.2% 102
2023
Q2 		$1.18M Sell
8,222
-193
-2% -$28.4K 0.24% 83
2023
Q1 		$1.17M Buy
8,415
+712
+9% +$95.8K 0.24% 80
2022
Q4 		$1.04M Sell
7,703
-597
-7% -$74.9K 0.22% 85
2022
Q3 		$910K Buy
+8,300
New +$1.05M 0.23% 80
2021
Q1 		– Sell
-2,301
Closed -$230K – 409
2020
Q4 		$230K Buy
2,301
+71
+3% +$7.52K 0.06% 318
2020
Q3 		$0 Buy
2,230
+74
+3% +$8.23K ﹤0.01% 150
2020
Q2 		$228K Buy
+2,156
New +$223K 0.07% 258

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

Personal CFO Solutions's AZN Position: Q2 2026 in Review

Personal CFO Solutions increased its AstraZeneca (AZN) stake by 5.8% in Q2 2026, buying an estimated $114K and bringing the position to 11,123 shares worth $2.11M. The position accounts for 0.3% of the portfolio, ranked #55.

Personal CFO Solutions first reported a position in AZN in Q2 2020 and has held it in 19 quarters since. 1,502 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Personal CFO Solutions held 11,123 shares of AstraZeneca worth $2.11M as of Q2 2026.
  • Personal CFO Solutions bought 606 AstraZeneca shares in Q2 2026, an estimated $114K.
  • AstraZeneca made up 0.3% of Personal CFO Solutions's portfolio in Q2 2026, its #55 holding.
  • Personal CFO Solutions first reported a position in AstraZeneca in Q2 2020 and has held it in 19 quarters since.
  • 1,502 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.