Skip to main content

Plan Group Financial, LLC

SEC CIK
0001940033
Latest filing
Aug 3, 2026

AZN holding history

AstraZeneca PLC in every 13F filed by Plan Group Financial, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AZN overviewAll 13F holders of AZNFull Q2 2026 holdings

Shares (Q2 2026)
1,121
Value
$212.6K
% of portfolio
<0.1%
Quarters held
3
Since Q4 2025
Holdings of AZN by Plan Group Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,121$212.6K<0.1%−750−40.1%ReducedHolders
Q1 20261,871$369.0K0.1%−751−28.6%ReducedConverted for a 1-for-2 splitHolders
Q4 20255,243$482.0K0.1%+5,243NewHolders