180 Wealth Advisors’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.89M | Buy |
+20,498
| New | +$3.86M | 0.39% | 64 |
|
|
2026
Q1 | – | Sell |
-3,908
| Closed | -$719K | – | 477 |
|
|
2025
Q4 | $719K | Buy |
3,908
+221
| +6% | +$38.8K | 0.08% | 225 |
|
|
2025
Q3 | $566K | Sell |
3,687
-36
| -1% | -$5.45K | 0.07% | 243 |
|
|
2025
Q2 | $520K | Sell |
3,723
-88
| -2% | -$12.3K | 0.07% | 241 |
|
|
2025
Q1 | $560K | Sell |
3,811
-368
| -9% | -$53.2K | 0.09% | 210 |
|
|
2024
Q4 | $548K | Buy |
4,179
+30
| +0.7% | +$4.2K | 0.09% | 210 |
|
|
2024
Q3 | $646K | Sell |
4,149
-7
| -0.2% | -$1.13K | 0.1% | 185 |
|
|
2024
Q2 | $648K | Buy |
4,156
+10
| +0.2% | +$1.5K | 0.11% | 178 |
|
|
2024
Q1 | $562K | Buy |
4,146
+184
| +5% | +$24.4K | 0.1% | 191 |
|
|
2023
Q4 | $542K | Buy |
3,962
+776
| +24% | +$101K | 0.11% | 188 |
|
|
2023
Q3 | $432K | Buy |
3,186
+572
| +22% | +$78.1K | 0.1% | 206 |
|
|
2023
Q2 | $341K | Buy |
2,614
+24
| +0.9% | +$3.53K | 0.07% | 235 |
|
|
2023
Q1 | $360K | Buy |
2,590
+146
| +6% | +$19.6K | 0.08% | 231 |
|
|
2022
Q4 | $323K | Sell |
2,444
-856
| -26% | -$107K | 0.08% | 248 |
|
|
2022
Q3 | $362K | Sell |
3,300
-278
| -8% | -$35.3K | 0.1% | 202 |
|
|
2022
Q2 | $472K | Sell |
3,578
-145
| -4% | -$19K | 0.12% | 162 |
|
|
2022
Q1 | $508K | Sell |
3,723
-258
| -6% | -$30.9K | 0.11% | 174 |
|
|
2021
Q4 | $471K | Buy |
3,981
+633
| +19% | +$74.5K | 0.11% | 183 |
|
|
2021
Q3 | $403K | Buy |
3,348
+133
| +4% | +$15.5K | 0.09% | 222 |
|
|
2021
Q2 | $363K | Buy |
3,215
+595
| +23% | +$65.3K | 0.08% | 231 |
|
|
2021
Q1 | $301K | Sell |
2,620
-118
| -4% | -$11.9K | 0.07% | 248 |
|
|
2020
Q4 | $288K | Buy |
+2,738
| New | +$290K | 0.08% | 232 |
|
|
2019
Q3 | – | Sell |
-6,266
| Closed | -$551K | – | 256 |
|
|
2019
Q2 | $551K | Sell |
6,266
-2,496
| -28% | -$196K | 0.25% | 119 |
|
|
2019
Q1 | $666K | Sell |
8,762
-1,148
| -12% | -$90.5K | 0.3% | 90 |
|
|
2018
Q4 | $784K | Sell |
9,910
-47
| -0.5% | -$3.67K | 0.37% | 81 |
|
|
2018
Q3 | $788K | Sell |
9,957
-4,386
| -31% | -$332K | 0.36% | 82 |
|
|
2018
Q2 | $1.01M | Sell |
14,343
-6,017
| -30% | -$433K | 0.5% | 59 |
|
|
2018
Q1 | $1.41M | Sell |
20,360
-2,729
| -12% | -$189K | 0.73% | 38 |
|
|
2017
Q4 | $1.6M | Buy |
+23,089
| New | +$1.56M | 0.82% | 31 |
|
Other funds holding AZN
EP
IA
180 Wealth Advisors's AZN Position: Q2 2026 in Review
180 Wealth Advisors opened a new position in AstraZeneca (AZN) in Q2 2026: 20,498 shares worth $3.89M. The stake represents 0.39% of the portfolio and ranks #64 among its holdings. This is a return to the name: 180 Wealth Advisors previously reported a position in AZN as recently as Q4 2025.
180 Wealth Advisors first reported a position in AZN in Q4 2017 and has held it in 29 quarters since. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.
- 180 Wealth Advisors held 20,498 shares of AstraZeneca worth $3.89M as of Q2 2026.
- AstraZeneca was a new 180 Wealth Advisors position in Q2 2026.
- AstraZeneca made up 0.39% of 180 Wealth Advisors's portfolio in Q2 2026, its #64 holding.
- 180 Wealth Advisors first reported a position in AstraZeneca in Q4 2017 and has held it in 29 quarters since.
- 1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.
Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.