IMA Advisory Services’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
$331K Buy
1,743
+1,236
+244% +$232K 0.02% 276
2026
Q1
$100K Hold
507
0.01% 212
2025
Q4
$93.2K Buy
507
+51
+11% +$8.95K 0.01% 214
2025
Q3
$70K Hold
456
0.01% 218
2025
Q2
$63.7K Hold
456
0.01% 215
2025
Q1
$67K Buy
+456
New +$66K 0.01% 215
2024
Q4
Sell
-456
Closed -$71.1K 177
2024
Q3
$71.1K Buy
+456
New +$73.6K 0.02% 165

Other funds holding AZN

IMA Advisory Services's AZN Position: Q2 2026 in Review

IMA Advisory Services increased its AstraZeneca (AZN) stake by 244% in Q2 2026, buying an estimated $232K and bringing the position to 1,743 shares worth $331K. The position accounts for 0.02% of the portfolio, ranked #276.

IMA Advisory Services first reported a position in AZN in Q3 2024 and has held it in 7 quarters since. 1,502 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • IMA Advisory Services held 1,743 shares of AstraZeneca worth $331K as of Q2 2026.
  • IMA Advisory Services bought 1,236 AstraZeneca shares in Q2 2026, an estimated $232K.
  • AstraZeneca made up 0.02% of IMA Advisory Services's portfolio in Q2 2026, its #276 holding.
  • IMA Advisory Services first reported a position in AstraZeneca in Q3 2024 and has held it in 7 quarters since.
  • 1,502 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.