IAA
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Independent Advisor Alliance’s AstraZeneca AZN Stock Holding History

Independent Advisor Alliance’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 		$616K Sell
3,250
-117
-3% -$22K 0.01% 598
2026
Q1 		$664K Buy
3,367
+1,502
+81% +$290K 0.01% 1005
2025
Q4 		$343K Sell
1,865
-1,696
-48% -$297K 0.01% 759
2025
Q3 		$546K Buy
3,561
+438
+14% +$66.3K 0.01% 594
2025
Q2 		$436K Buy
3,123
+662
+27% +$92.8K 0.01% 626
2025
Q1 		$362K Buy
2,461
+537
+28% +$77.7K 0.01% 604
2024
Q4 		$252K Buy
1,924
+221
+13% +$30.9K ﹤0.01% 1202
2024
Q3 		$265K Sell
1,703
-10
-0.6% -$1.61K 0.01% 602
2024
Q2 		$267K Sell
1,713
-105
-6% -$15.8K 0.01% 602
2024
Q1 		$246K Sell
1,818
-19
-1% -$2.52K 0.01% 613
2023
Q4 		$247K Sell
1,837
-122
-6% -$15.9K 0.01% 594
2023
Q3 		$265K Sell
1,959
-368
-16% -$50.3K 0.01% 542
2023
Q2 		$333K Buy
2,327
+238
+11% +$35K 0.01% 509
2023
Q1 		$290K Buy
+2,089
New +$281K 0.01% 523
2022
Q4 		– Sell
-2,773
Closed -$304K – 443
2022
Q3 		$304K Sell
2,773
-47
-2% -$5.96K 0.02% 476
2022
Q2 		$373K Sell
2,820
-807
-22% -$106K 0.02% 440
2022
Q1 		$481K Buy
3,627
+278
+8% +$33.3K 0.02% 402
2021
Q4 		$390K Sell
3,349
-74
-2% -$8.71K 0.02% 450
2021
Q3 		$411K Buy
3,423
+679
+25% +$79K 0.02% 417
2021
Q2 		$329K Buy
2,744
+236
+9% +$25.9K 0.02% 487
2021
Q1 		$249K Sell
2,508
-3,498
-58% -$352K 0.01% 519
2020
Q4 		$601K Sell
6,006
-12,438
-67% -$1.32M 0.04% 315
2020
Q3 		$2.02M Buy
18,444
+12,946
+235% +$1.44M 0.15% 122
2020
Q2 		$582K Buy
5,498
+2,149
+64% +$222K 0.06% 237
2020
Q1 		$299K Buy
+3,349
New +$315K 0.04% 280
2018
Q3 		– Sell
-3,046
Closed -$206K – 382
2018
Q2 		$206K Buy
+3,046
New +$219K 0.04% 320
2018
Q1 		– Sell
-3,081
Closed -$219K – 350
2017
Q4 		$219K Buy
+3,081
New +$208K 0.05% 286

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

Independent Advisor Alliance's AZN Position: Q2 2026 in Review

Independent Advisor Alliance reduced its AstraZeneca (AZN) stake by 3.5% in Q2 2026, selling an estimated $22K and leaving 3,250 shares worth $616K. The position accounts for 0.01% of the portfolio, ranked #598.

Independent Advisor Alliance first reported a position in AZN in Q4 2017 and has held it in 27 quarters since. The position peaked at $2.02M in Q3 2020. 1,507 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Independent Advisor Alliance held 3,250 shares of AstraZeneca worth $616K as of Q2 2026.
  • Independent Advisor Alliance sold 117 AstraZeneca shares in Q2 2026, an estimated $22K.
  • AstraZeneca made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #598 holding.
  • Independent Advisor Alliance first reported a position in AstraZeneca in Q4 2017 and has held it in 27 quarters since.
  • Independent Advisor Alliance's AstraZeneca position peaked at $2.02M in Q3 2020.
  • 1,507 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.