IHT Wealth Management’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 | $1.66M | Buy |
8,766
+2
| +0% | +$376 | 0.04% | 451 |
|
|
2026
Q1 | $1.73M | Hold |
8,764
| – | – | 0.04% | 417 |
|
|
2025
Q4 | $1.61M | Buy |
8,764
+27
| +0.3% | +$4.74K | 0.04% | 396 |
|
|
2025
Q3 | $1.34M | Buy |
8,737
+857
| +11% | +$130K | 0.03% | 445 |
|
|
2025
Q2 | $1.1M | Buy |
7,880
+1,120
| +17% | +$157K | 0.03% | 472 |
|
|
2025
Q1 | $994K | Buy |
6,760
+132
| +2% | +$19.1K | 0.03% | 474 |
|
|
2024
Q4 | $868K | Sell |
6,628
-1,527
| -19% | -$214K | 0.03% | 500 |
|
|
2024
Q3 | $1.27M | Buy |
8,155
+1,181
| +17% | +$191K | 0.04% | 438 |
|
|
2024
Q2 | $1.09M | Sell |
6,974
-34
| -0.5% | -$5.12K | 0.04% | 408 |
|
|
2024
Q1 | $950K | Buy |
7,008
+437
| +7% | +$57.9K | 0.04% | 438 |
|
|
2023
Q4 | $885K | Sell |
6,571
-252
| -4% | -$32.8K | 0.04% | 422 |
|
|
2023
Q3 | $924K | Buy |
6,823
+299
| +5% | +$40.8K | 0.05% | 364 |
|
|
2023
Q2 | $934K | Sell |
6,524
-163
| -2% | -$24K | 0.05% | 358 |
|
|
2023
Q1 | $928K | Buy |
6,687
+21
| +0.3% | +$2.83K | 0.05% | 331 |
|
|
2022
Q4 | $904K | Buy |
6,666
+814
| +14% | +$102K | 0.06% | 324 |
|
|
2022
Q3 | $642K | Buy |
5,852
+1,016
| +21% | +$129K | 0.05% | 385 |
|
|
2022
Q2 | $639K | Buy |
4,836
+169
| +4% | +$22.2K | 0.06% | 323 |
|
|
2022
Q1 | $619K | Sell |
4,667
-135
| -3% | -$16.2K | 0.05% | 360 |
|
|
2021
Q4 | $559K | Sell |
4,802
-372
| -7% | -$43.8K | 0.04% | 403 |
|
|
2021
Q3 | $621K | Sell |
5,174
-2,143
| -29% | -$249K | 0.05% | 359 |
|
|
2021
Q2 | $877K | Sell |
7,317
-135
| -2% | -$14.8K | 0.06% | 353 |
|
|
2021
Q1 | $741K | Sell |
7,452
-899
| -11% | -$90.4K | 0.05% | 341 |
|
|
2020
Q4 | $835K | Buy |
8,351
+307
| +4% | +$32.5K | 0.07% | 269 |
|
|
2020
Q3 | $882K | Buy |
8,044
+2,327
| +41% | +$259K | 0.09% | 237 |
|
|
2020
Q2 | $605K | Sell |
5,717
-794
| -12% | -$82K | 0.08% | 253 |
|
|
2020
Q1 | $582K | Buy |
6,511
+757
| +13% | +$71.3K | 0.08% | 259 |
|
|
2019
Q4 | $574K | Buy |
5,754
+711
| +14% | +$66.9K | 0.07% | 302 |
|
|
2019
Q3 | $450K | Sell |
5,043
-373
| -7% | -$32.3K | 0.06% | 334 |
|
|
2019
Q2 | $447K | Sell |
5,416
-278
| -5% | -$21.8K | 0.06% | 309 |
|
|
2019
Q1 | $460K | Sell |
5,694
-1,183
| -17% | -$93.2K | 0.08% | 279 |
|
|
2018
Q4 | $522K | Buy |
6,877
+617
| +10% | +$48.2K | 0.1% | 237 |
|
|
2018
Q3 | $495K | Sell |
6,260
-2,601
| -29% | -$197K | 0.11% | 231 |
|
|
2018
Q2 | $622K | Buy |
8,861
+854
| +11% | +$61.4K | 0.16% | 168 |
|
|
2018
Q1 | $556K | Sell |
8,007
-236
| -3% | -$16.3K | 0.15% | 172 |
|
|
2017
Q4 | $587K | Buy |
8,243
+1,535
| +23% | +$104K | 0.16% | 161 |
|
|
2017
Q3 | $463K | Sell |
6,708
-522
| -7% | -$33K | 0.2% | 127 |
|
|
2017
Q2 | $5 | Buy |
7,230
+271
| +4% | +$17.7K | ﹤0.01% | 1091 |
|
|
2017
Q1 | $424K | Buy |
6,959
+1,141
| +20% | +$66.4K | 0.28% | 84 |
|
|
2016
Q4 | $322K | Buy |
+5,818
| New | +$330K | 0.24% | 105 |
|
Other funds holding AZN
EP
IA
IHT Wealth Management's AZN Position: Q2 2026 in Review
IHT Wealth Management increased its AstraZeneca (AZN) stake by 0.02% in Q2 2026, buying an estimated $376 and bringing the position to 8,766 shares worth $1.66M. The position accounts for 0.04% of the portfolio, ranked #451.
IHT Wealth Management first reported a position in AZN in Q4 2016 and has held it in 39 quarters since. The position peaked at $1.73M in Q1 2026. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.
- IHT Wealth Management held 8,766 shares of AstraZeneca worth $1.66M as of Q2 2026.
- IHT Wealth Management bought 2 AstraZeneca shares in Q2 2026, an estimated $376.
- AstraZeneca made up 0.04% of IHT Wealth Management's portfolio in Q2 2026, its #451 holding.
- IHT Wealth Management first reported a position in AstraZeneca in Q4 2016 and has held it in 39 quarters since.
- IHT Wealth Management's AstraZeneca position peaked at $1.73M in Q1 2026.
- 1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.
Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.