WealthPlan Investment Management’s AstraZeneca AZN Stock Holding History

WealthPlan Investment 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	$8.08M	Buy	42,598 +2,193	+5%	+$412K	0.4%	59
2026 Q1	$7.97M	Sell	40,405 -2,626	-6%	-$506K	0.44%	57
2025 Q4	$7.91M	Buy	43,031 +24	+0.1%	+$4.21K	0.5%	54
2025 Q3	$6.6M	Buy	43,007 +51	+0.1%	+$7.72K	0.44%	74
2025 Q2	$6M	Sell	42,956 -1,256	-3%	-$176K	0.44%	76
2025 Q1	$6.5M	Hold	44,212	–	–	0.64%	61
2024 Q4	$5.79M	Buy	44,212 +2,013	+5%	+$282K	0.57%	63
2024 Q3	$6.58M	Sell	42,199 -579	-1%	-$93.5K	0.67%	57
2024 Q2	$6.67M	Sell	42,778 -6,389	-13%	-$961K	1.01%	38
2024 Q1	$6.66M	Hold	49,167	–	–	1.02%	41
2023 Q4	$6.62M	Buy	49,167 +7,067	+17%	+$919K	1.06%	39
2023 Q3	$5.7M	Buy	42,100 +28,026	+199%	+$3.83M	1.01%	44
2023 Q2	$2.01M	Sell	14,074 -27,971	-67%	-$4.12M	0.6%	60
2023 Q1	$5.84M	Sell	42,045 -949	-2%	-$128K	1%	41
2022 Q4	$5.99M	Buy	42,994 +5,773	+16%	+$724K	0.42%	62
2022 Q3	$5.13M	Buy	+37,221	New	+$4.72M	0.37%	67
2022 Q1	$5M	Buy	+37,677	New	+$4.52M	0.35%	75

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

WealthPlan Investment Management's AZN Position: Q2 2026 in Review

WealthPlan Investment Management increased its AstraZeneca (AZN) stake by 5.4% in Q2 2026, buying an estimated $412K and bringing the position to 42,598 shares worth $8.08M. The position accounts for 0.4% of the portfolio, ranked #59.

WealthPlan Investment Management first reported a position in AZN in Q1 2022 and has held it in 17 quarters since. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

WealthPlan Investment Management held 42,598 shares of AstraZeneca worth $8.08M as of Q2 2026.
WealthPlan Investment Management bought 2,193 AstraZeneca shares in Q2 2026, an estimated $412K.
AstraZeneca made up 0.4% of WealthPlan Investment Management's portfolio in Q2 2026, its #59 holding.
WealthPlan Investment Management first reported a position in AstraZeneca in Q1 2022 and has held it in 17 quarters since.
1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.