Global Retirement Partners’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 | $5.76M | Buy |
+30,381
| New | +$5.71M | 0.09% | 211 |
|
|
2025
Q4 | $5.16M | Buy |
28,059
+15,385
| +121% | +$2.7M | 0.09% | 202 |
|
|
2025
Q3 | $1.94M | Buy |
12,674
+1,812
| +17% | +$274K | 0.04% | 369 |
|
|
2025
Q2 | $1.52M | Buy |
+10,862
| New | +$1.52M | 0.04% | 398 |
|
|
2024
Q4 | $711K | Sell |
5,422
-2,551
| -32% | -$357K | 0.02% | 531 |
|
|
2024
Q3 | $1.24M | Buy |
7,973
+288
| +4% | +$46.5K | 0.04% | 387 |
|
|
2024
Q2 | $1.2M | Buy |
7,685
+955
| +14% | +$144K | 0.04% | 387 |
|
|
2024
Q1 | $912K | Buy |
6,730
+919
| +16% | +$122K | 0.03% | 380 |
|
|
2023
Q4 | $782K | Sell |
5,811
-3,074
| -35% | -$400K | 0.03% | 392 |
|
|
2023
Q3 | $1.18M | Buy |
8,885
+1,157
| +15% | +$158K | 0.06% | 279 |
|
|
2023
Q2 | $1.11M | Sell |
7,728
-570
| -7% | -$83.9K | 0.05% | 300 |
|
|
2023
Q1 | $1.24M | Buy |
8,298
+1,597
| +24% | +$215K | 0.07% | 267 |
|
|
2022
Q4 | $909K | Sell |
6,701
-88
| -1% | -$11K | 0.06% | 270 |
|
|
2022
Q3 | $798K | Buy |
6,789
+614
| +10% | +$77.9K | 0.06% | 283 |
|
|
2022
Q2 | $816K | Buy |
6,175
+251
| +4% | +$32.9K | 0.07% | 274 |
|
|
2022
Q1 | $790K | Buy |
+5,924
| New | +$710K | 0.06% | 286 |
|
|
2021
Q4 | – | Sell |
-3,931
| Closed | -$472K | – | 365 |
|
|
2021
Q3 | $472K | Buy |
3,931
+3,281
| +505% | +$382K | 0.05% | 310 |
|
|
2021
Q2 | $78K | Sell |
650
-457
| -41% | -$50.1K | 0.01% | 702 |
|
|
2021
Q1 | $110K | Sell |
1,107
-249
| -18% | -$25K | 0.01% | 544 |
|
|
2020
Q4 | $136K | Sell |
1,356
-133
| -9% | -$14.1K | 0.02% | 463 |
|
|
2020
Q3 | $163K | Buy |
1,489
+672
| +82% | +$74.7K | 0.02% | 396 |
|
|
2020
Q2 | $86K | Buy |
817
+241
| +42% | +$24.9K | 0.01% | 511 |
|
|
2020
Q1 | $51K | Hold |
576
| – | – | 0.01% | 555 |
|
|
2019
Q4 | $57K | Sell |
576
-56
| -9% | -$5.27K | 0.01% | 609 |
|
|
2019
Q3 | $56K | Buy |
632
+47
| +8% | +$4.08K | 0.01% | 607 |
|
|
2019
Q2 | $48K | Sell |
585
-56
| -9% | -$4.39K | 0.01% | 618 |
|
|
2019
Q1 | $52K | Sell |
641
-173
| -21% | -$13.6K | 0.01% | 539 |
|
|
2018
Q4 | $62K | Sell |
814
-112
| -12% | -$8.75K | 0.02% | 468 |
|
|
2018
Q3 | $73K | Sell |
926
-370
| -29% | -$28K | 0.02% | 472 |
|
|
2018
Q2 | $91K | Buy |
1,296
+943
| +267% | +$67.8K | 0.02% | 405 |
|
|
2018
Q1 | $25K | Buy |
353
+29
| +9% | +$2.01K | 0.01% | 699 |
|
|
2017
Q4 | $22K | Hold |
324
| – | – | 0.01% | 696 |
|
|
2017
Q3 | $22K | Buy |
324
+76
| +31% | +$4.8K | 0.01% | 619 |
|
|
2017
Q2 | $17K | Sell |
248
-32
| -11% | -$2.09K | 0.01% | 640 |
|
|
2017
Q1 | $17K | Buy |
280
+150
| +115% | +$8.73K | 0.01% | 595 |
|
|
2016
Q4 | $7K | Buy |
+130
| New | +$7.38K | ﹤0.01% | 763 |
|
Other funds holding AZN
EP
IA
Global Retirement Partners's AZN Position: Q2 2026 in Review
Global Retirement Partners opened a new position in AstraZeneca (AZN) in Q2 2026: 30,381 shares worth $5.76M. The stake represents 0.09% of the portfolio and ranks #211 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in AZN as recently as Q4 2025.
Global Retirement Partners first reported a position in AZN in Q4 2016 and has held it in 36 quarters since. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.
- Global Retirement Partners held 30,381 shares of AstraZeneca worth $5.76M as of Q2 2026.
- AstraZeneca was a new Global Retirement Partners position in Q2 2026.
- AstraZeneca made up 0.09% of Global Retirement Partners's portfolio in Q2 2026, its #211 holding.
- Global Retirement Partners first reported a position in AstraZeneca in Q4 2016 and has held it in 36 quarters since.
- 1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.
Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.