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 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

Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VAM

Vanguard Asset Management London, Ec4n 8af $117B AUM

Icon Wealth Advisors's AZN Position: Q1 2026 in Review

Icon Wealth Advisors reduced its AstraZeneca (AZN) stake by 26% in Q1 2026, selling an estimated $347K and leaving 5,248 shares worth $972K. The position accounts for 0.06% of the portfolio, ranked #171.

Icon Wealth Advisors first reported a position in AZN in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.27M in Q4 2025. 1,377 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

Icon Wealth Advisors held 5,248 shares of AstraZeneca worth $972K as of Q1 2026.
Icon Wealth Advisors sold 1,799 AstraZeneca shares in Q1 2026, an estimated $347K.
AstraZeneca made up 0.06% of Icon Wealth Advisors's portfolio in Q1 2026, its #171 holding.
Icon Wealth Advisors first reported a position in AstraZeneca in Q4 2023 and has held it in 10 quarters since.
Icon Wealth Advisors's AstraZeneca position peaked at $1.27M in Q4 2025.
1,377 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.