IWA
AZN icon

Icon Wealth Advisors’s AstraZeneca AZN Stock Holding History

Icon Wealth Advisors’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 		$1.29M Buy
6,845
+1,597
+30% +$300K 0.08% 159
2026
Q1 		$972K Sell
5,248
-1,799
-26% -$347K 0.06% 171
2025
Q4 		$1.27M Buy
7,047
+104
+1% +$18.2K 0.08% 152
2025
Q3 		$1.07M Buy
6,943
+472
+7% +$71.4K 0.07% 173
2025
Q2 		$904K Buy
6,471
+2,565
+66% +$359K 0.06% 180
2025
Q1 		$574K Sell
3,906
-844
-18% -$122K 0.05% 201
2024
Q4 		$622K Sell
4,750
-27
-0.6% -$3.78K 0.05% 188
2024
Q3 		$744K Sell
4,777
-4
-0.1% -$646 0.06% 169
2024
Q2 		$757K Buy
4,781
+2,454
+105% +$369K 0.07% 162
2024
Q1 		$315K Buy
2,327
+146
+7% +$19.3K 0.03% 276
2023
Q4 		$294K Buy
+2,181
New +$284K 0.03% 269

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

Icon Wealth Advisors's AZN Position: Q2 2026 in Review

Icon Wealth Advisors increased its AstraZeneca (AZN) stake by 30% in Q2 2026, buying an estimated $300K and bringing the position to 6,845 shares worth $1.29M. The position accounts for 0.08% of the portfolio, ranked #159.

Icon Wealth Advisors first reported a position in AZN in Q4 2023 and has held it in 11 quarters since. 1,502 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Icon Wealth Advisors held 6,845 shares of AstraZeneca worth $1.29M as of Q2 2026.
  • Icon Wealth Advisors bought 1,597 AstraZeneca shares in Q2 2026, an estimated $300K.
  • AstraZeneca made up 0.08% of Icon Wealth Advisors's portfolio in Q2 2026, its #159 holding.
  • Icon Wealth Advisors first reported a position in AstraZeneca in Q4 2023 and has held it in 11 quarters since.
  • 1,502 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.