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United Financial Planning Group’s AstraZeneca AZN Stock Holding History

United Financial Planning Group’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 		$21K Buy
+111
New +$20.9K 0.01% 165
2026
Q1 		– Sell
-64
Closed -$11.7K – 479
2025
Q4 		$11.7K Buy
+64
New +$11.2K 0.01% 182

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

United Financial Planning Group's AZN Position: Q2 2026 in Review

United Financial Planning Group opened a new position in AstraZeneca (AZN) in Q2 2026: 111 shares worth $21K. The stake represents 0.01% of the portfolio and ranks #165 among its holdings. This is a return to the name: United Financial Planning Group previously reported a position in AZN as recently as Q4 2025.

United Financial Planning Group first reported a position in AZN in Q4 2025 and has held it in 2 quarters since. 1,498 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • United Financial Planning Group held 111 shares of AstraZeneca worth $21K as of Q2 2026.
  • AstraZeneca was a new United Financial Planning Group position in Q2 2026.
  • AstraZeneca made up 0.01% of United Financial Planning Group's portfolio in Q2 2026, its #165 holding.
  • United Financial Planning Group first reported a position in AstraZeneca in Q4 2025 and has held it in 2 quarters since.
  • 1,498 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.