Innovative Asset Advisors Group’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
$102K Buy
540
+31
+6% +$5.83K 0.04% 227
2026
Q1
$100K Buy
+509
New +$98.1K 0.06% 207

Other funds holding AZN

Innovative Asset Advisors Group's AZN Position: Q2 2026 in Review

Innovative Asset Advisors Group increased its AstraZeneca (AZN) stake by 6.1% in Q2 2026, buying an estimated $5.83K and bringing the position to 540 shares worth $102K. The position accounts for 0.04% of the portfolio, ranked #227.

Innovative Asset Advisors Group first reported a position in AZN in Q1 2026 and has held it in 2 quarters since. 1,425 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Innovative Asset Advisors Group held 540 shares of AstraZeneca worth $102K as of Q2 2026.
  • Innovative Asset Advisors Group bought 31 AstraZeneca shares in Q2 2026, an estimated $5.83K.
  • AstraZeneca made up 0.04% of Innovative Asset Advisors Group's portfolio in Q2 2026, its #227 holding.
  • Innovative Asset Advisors Group first reported a position in AstraZeneca in Q1 2026 and has held it in 2 quarters since.
  • 1,425 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.