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Institute for Wealth Management’s AstraZeneca AZN Stock Holding History

Institute for Wealth Management’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
Q1 		– Sell
-2,586
Closed -$475K – 549
2025
Q4 		$475K Sell
2,586
-14
-0.5% -$2.46K 0.05% 326
2025
Q3 		$399K Sell
2,600
-17
-0.6% -$2.57K 0.04% 379
2025
Q2 		$366K Sell
2,617
-93
-3% -$13K 0.04% 383
2025
Q1 		$398K Buy
2,710
+33
+1% +$4.77K 0.05% 346
2024
Q4 		$351K Sell
2,677
-19
-0.7% -$2.66K 0.04% 367
2024
Q3 		$420K Sell
2,696
-26
-1% -$4.2K 0.05% 333
2024
Q2 		$424K Hold
2,722
– – 0.06% 314
2024
Q1 		$369K Sell
2,722
-104
-4% -$13.8K 0.05% 344
2023
Q4 		$381K Sell
2,826
-2
-0.1% -$260 0.06% 321
2023
Q3 		$383K Hold
2,828
– – 0.07% 302
2023
Q2 		$405K Buy
2,828
+118
+4% +$17.4K 0.07% 305
2023
Q1 		$376K Sell
2,710
-13
-0.5% -$1.75K 0.07% 309
2022
Q4 		$369K Sell
2,723
-564
-17% -$70.7K 0.08% 317
2022
Q3 		$360K Sell
3,287
-2
-0.1% -$254 0.08% 301
2022
Q2 		$435K Hold
3,289
– – 0.09% 302
2022
Q1 		$436K Buy
3,289
+1
+0% +$120 0.07% 322
2021
Q4 		$383K Sell
3,288
-2,563
-44% -$302K 0.06% 324
2021
Q3 		$703K Buy
5,851
+182
+3% +$21.2K 0.12% 205
2021
Q2 		$679K Sell
5,669
-79
-1% -$8.67K 0.12% 205
2021
Q1 		$572K Sell
5,748
-52
-0.9% -$5.23K 0.11% 238
2020
Q4 		$580K Buy
5,800
+320
+6% +$33.9K 0.12% 217
2020
Q3 		$601K Buy
5,480
+3,241
+145% +$360K 0.14% 198
2020
Q2 		$237K Buy
+2,239
New +$231K 0.06% 365
2019
Q3 		– Sell
-3,006
Closed -$248K – 427
2019
Q2 		$248K Buy
+3,006
New +$236K 0.05% 392
2019
Q1 		– Sell
-4,234
Closed -$321K – 451
2018
Q4 		$321K Buy
+4,234
New +$331K 0.13% 191

Other funds holding AZN

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Asset Management
Vanguard Asset Management London, Ec4n 8af $148B AUM

Institute for Wealth Management's AZN Position: Q1 2026 in Review

Institute for Wealth Management sold out of AstraZeneca (AZN) in Q1 2026, closing a stake of 2,586 shares — an estimated $475K sold.

Institute for Wealth Management first reported a position in AZN in Q4 2018 and held it in 25 quarters. The position peaked at $703K in Q3 2021. 1,383 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

  • Institute for Wealth Management reported no remaining AstraZeneca position as of Q1 2026 after selling out during the quarter.
  • Institute for Wealth Management sold 2,586 AstraZeneca shares in Q1 2026, an estimated $475K.
  • Institute for Wealth Management first reported a position in AstraZeneca in Q4 2018 and held it in 25 quarters.
  • Institute for Wealth Management's AstraZeneca position peaked at $703K in Q3 2021.
  • 1,383 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

Based on Institute for Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.