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Independent Financial Group’s AstraZeneca AZN Stock Holding History

Independent Financial Group’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 		$676K Buy
3,608
+940
+35% +$177K 0.01% 850
2026
Q1 		$518K Buy
2,668
+254
+11% +$49K 0.01% 919
2025
Q4 		$444K Sell
2,414
-30
-1% -$5.26K 0.01% 959
2025
Q3 		$375K Buy
2,444
+118
+5% +$17.9K 0.01% 981
2025
Q2 		$325K Sell
2,326
-214
-8% -$30K 0.01% 989
2025
Q1 		$373K Buy
2,540
+124
+5% +$17.9K 0.01% 837
2024
Q4 		$317K Buy
2,416
+28
+1% +$3.92K 0.01% 881
2024
Q3 		$372K Sell
2,388
-88
-4% -$14.2K 0.01% 778
2024
Q2 		$386K Buy
2,476
+51
+2% +$7.67K 0.02% 713
2024
Q1 		$329K Buy
2,425
+88
+4% +$11.7K 0.02% 743
2023
Q4 		$315K Hold
2,337
– – 0.02% 701
2023
Q3 		$316K Buy
2,337
+49
+2% +$6.69K 0.02% 637
2023
Q2 		$328K Buy
2,288
+39
+2% +$5.74K 0.02% 607
2023
Q1 		$312K Buy
2,249
+181
+9% +$24.4K 0.03% 590
2022
Q4 		$280K Sell
2,068
-125
-6% -$15.7K 0.02% 577
2022
Q3 		$240K Hold
2,193
– – 0.02% 609
2022
Q2 		$290K Sell
2,193
-250
-10% -$32.8K 0.03% 514
2022
Q1 		$324K Hold
2,443
– – 0.03% 570
2021
Q4 		$285K Buy
2,443
+233
+11% +$27.4K 0.02% 618
2021
Q3 		$265K Buy
+2,210
New +$257K 0.03% 566

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 Financial Group's AZN Position: Q2 2026 in Review

Independent Financial Group increased its AstraZeneca (AZN) stake by 35% in Q2 2026, buying an estimated $177K and bringing the position to 3,608 shares worth $676K. The position accounts for 0.01% of the portfolio, ranked #850.

Independent Financial Group first reported a position in AZN in Q3 2021 and has held it in 20 quarters since. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Independent Financial Group held 3,608 shares of AstraZeneca worth $676K as of Q2 2026.
  • Independent Financial Group bought 940 AstraZeneca shares in Q2 2026, an estimated $177K.
  • AstraZeneca made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #850 holding.
  • Independent Financial Group first reported a position in AstraZeneca in Q3 2021 and has held it in 20 quarters since.
  • 1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.