IFP 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 | $1.21M | Sell |
6,357
-11,718
| -65% | -$2.2M | 0.02% | 657 |
|
|
2026
Q1 | $2.31M | Buy |
18,075
+11,791
| +188% | +$2.27M | 0.05% | 402 |
|
|
2025
Q4 | $1.16M | Buy |
6,284
+3,869
| +160% | +$679K | 0.03% | 593 |
|
|
2025
Q3 | $370K | Sell |
2,415
-325
| -12% | -$49.2K | 0.01% | 980 |
|
|
2025
Q2 | $383K | Sell |
2,740
-1,725
| -39% | -$242K | 0.01% | 945 |
|
|
2025
Q1 | $656K | Sell |
4,465
-1,505
| -25% | -$218K | 0.02% | 686 |
|
|
2024
Q4 | $782K | Buy |
5,970
+3,046
| +104% | +$426K | 0.03% | 589 |
|
|
2024
Q3 | $456K | Buy |
2,924
+61
| +2% | +$9.85K | 0.02% | 725 |
|
|
2024
Q2 | $447K | Buy |
2,863
+533
| +23% | +$80.2K | 0.02% | 697 |
|
|
2024
Q1 | $316K | Sell |
2,330
-137
| -6% | -$18.1K | 0.01% | 775 |
|
|
2023
Q4 | $332K | Sell |
2,467
-469
| -16% | -$61K | 0.02% | 722 |
|
|
2023
Q3 | $398K | Buy |
2,936
+572
| +24% | +$78.1K | 0.02% | 680 |
|
|
2023
Q2 | $338K | Sell |
2,364
-241
| -9% | -$35.5K | 0.01% | 799 |
|
|
2023
Q1 | $192K | Sell |
2,605
-4,347
| -63% | -$585K | 0.01% | 961 |
|
|
2022
Q4 | $527K | Buy |
6,952
+2,033
| +41% | +$255K | 0.01% | 873 |
|
|
2022
Q3 | $381K | Buy |
4,919
+938
| +24% | +$119K | 0.01% | 1054 |
|
|
2022
Q2 | $307K | Hold |
3,981
| – | – | 0.01% | 1062 |
|
|
2022
Q1 | $307K | Buy |
3,981
+2,501
| +169% | +$300K | 0.01% | 1062 |
|
|
2021
Q4 | $175K | Sell |
1,480
-66
| -4% | -$7.77K | ﹤0.01% | 1012 |
|
|
2021
Q3 | $187K | Sell |
1,546
-303
| -16% | -$35.3K | ﹤0.01% | 984 |
|
|
2021
Q2 | $223K | Sell |
1,849
-781
| -30% | -$85.7K | ﹤0.01% | 853 |
|
|
2021
Q1 | $261K | Sell |
2,630
-868
| -25% | -$87.3K | 0.01% | 720 |
|
|
2020
Q4 | $345K | Buy |
3,498
+331
| +10% | +$35.1K | 0.01% | 614 |
|
|
2020
Q3 | $348K | Buy |
3,167
+1,376
| +77% | +$153K | 0.02% | 531 |
|
|
2020
Q2 | $190K | Buy |
1,791
+143
| +9% | +$14.8K | 0.02% | 688 |
|
|
2020
Q1 | $139K | Sell |
1,648
-66
| -4% | -$6.21K | 0.01% | 705 |
|
|
2019
Q4 | $172K | Sell |
1,714
-341
| -17% | -$32.1K | 0.01% | 721 |
|
|
2019
Q3 | $184K | Buy |
+2,055
| New | +$178K | 0.01% | 801 |
|
|
2019
Q1 | $54K | Sell |
683
-2,978
| -81% | -$235K | 0.01% | 931 |
|
|
2018
Q4 | $277K | Sell |
3,661
-540
| -13% | -$42.2K | 0.02% | 745 |
|
|
2018
Q3 | $332K | Buy |
4,201
+11
| +0.3% | +$832 | 0.01% | 836 |
|
|
2018
Q2 | $294K | Sell |
4,190
-428
| -9% | -$30.8K | 0.01% | 887 |
|
|
2018
Q1 | $320K | Hold |
4,618
| – | – | 0.01% | 797 |
|
|
2017
Q4 | $320K | Sell |
4,618
-3,359
| -42% | -$227K | 0.01% | 797 |
|
|
2017
Q3 | $540K | Buy |
7,977
+692
| +9% | +$43.7K | 0.02% | 663 |
|
|
2017
Q2 | $497K | Buy |
7,285
+1,617
| +29% | +$106K | 0.02% | 684 |
|
|
2017
Q1 | $353K | Buy |
5,668
+1,246
| +28% | +$72.5K | 0.02% | 840 |
|
|
2016
Q4 | $242K | Sell |
4,422
-4,421
| -50% | -$251K | 0.01% | 959 |
|
|
2016
Q3 | $581K | Sell |
8,843
-483
| -5% | -$31.6K | 0.03% | 505 |
|
|
2016
Q2 | $563K | Buy |
9,326
+8,643
| +1,265% | +$502K | 0.03% | 509 |
|
|
2016
Q1 | $54K | Sell |
683
-7,605
| -92% | -$457K | 0.01% | 931 |
|
|
2015
Q4 | $563K | Buy |
+8,288
| New | +$543K | 0.04% | 464 |
|
Other funds holding AZN
EP
IA
IFP Advisors's AZN Position: Q2 2026 in Review
IFP Advisors reduced its AstraZeneca (AZN) stake by 65% in Q2 2026, selling an estimated $2.2M and leaving 6,357 shares worth $1.21M. The position accounts for 0.02% of the portfolio, ranked #657.
IFP Advisors first reported a position in AZN in Q4 2015 and has held it in 42 quarters since. The position peaked at $2.31M in Q1 2026. 1,503 funds tracked by Wall St. Rank hold AZN as of Q2 2026.
- IFP Advisors held 6,357 shares of AstraZeneca worth $1.21M as of Q2 2026.
- IFP Advisors sold 11,718 AstraZeneca shares in Q2 2026, an estimated $2.2M.
- AstraZeneca made up 0.02% of IFP Advisors's portfolio in Q2 2026, its #657 holding.
- IFP Advisors first reported a position in AstraZeneca in Q4 2015 and has held it in 42 quarters since.
- IFP Advisors's AstraZeneca position peaked at $2.31M in Q1 2026.
- 1,503 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.