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 Q2	$1.08M	Sell	5,605 -6	-0.1%	-$1.13K	0.8%	31
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

Evelyn Partners London $46.9B AUM

Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Phillips Wealth Planners's AZN Position: Q2 2026 in Review

Phillips Wealth Planners reduced its AstraZeneca (AZN) stake by 0.11% in Q2 2026, selling an estimated $1.13K and leaving 5,605 shares worth $1.08M. The position accounts for 0.8% of the portfolio, ranked #31.

Phillips Wealth Planners first reported a position in AZN in Q1 2023 and has held it in 14 quarters since. 1,502 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Phillips Wealth Planners held 5,605 shares of AstraZeneca worth $1.08M as of Q2 2026.
Phillips Wealth Planners sold 6 AstraZeneca shares in Q2 2026, an estimated $1.13K.
AstraZeneca made up 0.8% of Phillips Wealth Planners's portfolio in Q2 2026, its #31 holding.
Phillips Wealth Planners first reported a position in AstraZeneca in Q1 2023 and has held it in 14 quarters since.
1,502 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.