TFC Financial Management’s AstraZeneca AZN Stock Holding History

TFC Financial Management’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	$29K	Hold	153	–	–	﹤0.01%	343
2026 Q1	$30.2K	Sell	153 -20	-12%	-$3.86K	﹤0.01%	315
2025 Q4	$31.7K	Buy	173 +168	+3,360%	+$29.5K	﹤0.01%	314
2025 Q3	$768	Hold	5	–	–	﹤0.01%	657
2025 Q2	$699	Hold	5	–	–	﹤0.01%	626
2025 Q1	$735	Hold	5	–	–	﹤0.01%	595
2024 Q4	$656	Hold	5	–	–	﹤0.01%	616
2024 Q3	$780	Hold	5	–	–	﹤0.01%	616
2024 Q2	$780	Hold	5	–	–	﹤0.01%	589
2024 Q1	$678	Hold	5	–	–	﹤0.01%	596
2023 Q4	$674	Hold	5	–	–	﹤0.01%	557
2023 Q3	$678	Hold	5	–	–	﹤0.01%	576
2023 Q2	$716	Hold	5	–	–	﹤0.01%	545
2023 Q1	$695	Hold	5	–	–	﹤0.01%	544
2022 Q4	$678	Hold	5	–	–	﹤0.01%	490
2022 Q3	$1K	Hold	5	–	–	﹤0.01%	440
2022 Q2	$1K	Hold	5	–	–	﹤0.01%	436
2022 Q1	$1K	Hold	5	–	–	﹤0.01%	455
2021 Q4	$1K	Hold	5	–	–	﹤0.01%	506
2021 Q3	$1K	Buy	+5	New	+$582	﹤0.01%	493

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

TFC Financial Management's AZN Position: Q2 2026 in Review

TFC Financial Management held its AstraZeneca (AZN) position steady in Q2 2026 at 153 shares worth $29K. The position accounts for ﹤0.01% of the portfolio, ranked #343.

TFC Financial Management first reported a position in AZN in Q3 2021 and has held it in 20 quarters since. The position peaked at $31.7K in Q4 2025. 1,502 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

TFC Financial Management held 153 shares of AstraZeneca worth $29K as of Q2 2026.
TFC Financial Management left its AstraZeneca share count unchanged in Q2 2026.
AstraZeneca made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #343 holding.
TFC Financial Management first reported a position in AstraZeneca in Q3 2021 and has held it in 20 quarters since.
TFC Financial Management's AstraZeneca position peaked at $31.7K in Q4 2025.
1,502 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.