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Plan Group Financial’s AstraZeneca AZN Stock Holding History

Plan Group Financial’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 		$213K Sell
1,121
-750
-40% -$141K 0.04% 234
2026
Q1 		$369K Sell
1,871
-751
-29% -$145K 0.09% 145
2025
Q4 		$482K Buy
+2,622
New +$460K 0.13% 121

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

Plan Group Financial's AZN Position: Q2 2026 in Review

Plan Group Financial reduced its AstraZeneca (AZN) stake by 40% in Q2 2026, selling an estimated $141K and leaving 1,121 shares worth $213K. The position accounts for 0.04% of the portfolio, ranked #234.

Plan Group Financial first reported a position in AZN in Q4 2025 and has held it in 3 quarters since. The position peaked at $482K in Q4 2025. 1,503 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Plan Group Financial held 1,121 shares of AstraZeneca worth $213K as of Q2 2026.
  • Plan Group Financial sold 750 AstraZeneca shares in Q2 2026, an estimated $141K.
  • AstraZeneca made up 0.04% of Plan Group Financial's portfolio in Q2 2026, its #234 holding.
  • Plan Group Financial first reported a position in AstraZeneca in Q4 2025 and has held it in 3 quarters since.
  • Plan Group Financial's AstraZeneca position peaked at $482K in Q4 2025.
  • 1,503 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.