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Phillips Wealth Planners’s AstraZeneca AZN Stock Holding History

Phillips Wealth 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
Q1 		$1.02M Buy
5,611
+197
+4% +$38K 0.77% 35
2025
Q4 		$980K Sell
5,414
-292
-5% -$51.2K 0.79% 38
2025
Q3 		$976K Buy
5,706
+1,445
+34% +$219K 0.81% 33
2025
Q2 		$597K Buy
4,261
+1,723
+68% +$241K 0.54% 61
2025
Q1 		$336K Sell
2,538
-8
-0.3% -$1.16K 0.36% 96
2024
Q4 		$341K Sell
2,546
-1,054
-29% -$148K 0.34% 101
2024
Q3 		$564K Sell
3,600
-1,657
-32% -$267K 0.54% 58
2024
Q2 		$817K Sell
5,257
-100
-2% -$15K 0.86% 29
2024
Q1 		$731K Sell
5,357
-210
-4% -$27.8K 0.84% 30
2023
Q4 		$741K Sell
5,567
-24
-0.4% -$3.12K 0.89% 30
2023
Q3 		$720K Sell
5,591
-1,021
-15% -$139K 0.98% 30
2023
Q2 		$946K Sell
6,612
-49
-0.7% -$7.21K 1.24% 20
2023
Q1 		$979K Buy
+6,661
New +$896K 1.29% 18

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

Phillips Wealth Planners's AZN Position: Q1 2026 in Review

Phillips Wealth Planners increased its AstraZeneca (AZN) stake by 3.6% in Q1 2026, buying an estimated $38K and bringing the position to 5,611 shares worth $1.02M. The position accounts for 0.77% of the portfolio, ranked #35.

Phillips Wealth Planners first reported a position in AZN in Q1 2023 and has held it in 13 quarters since. 1,377 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

  • Phillips Wealth Planners held 5,611 shares of AstraZeneca worth $1.02M as of Q1 2026.
  • Phillips Wealth Planners bought 197 AstraZeneca shares in Q1 2026, an estimated $38K.
  • AstraZeneca made up 0.77% of Phillips Wealth Planners's portfolio in Q1 2026, its #35 holding.
  • Phillips Wealth Planners first reported a position in AstraZeneca in Q1 2023 and has held it in 13 quarters since.
  • 1,377 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.