Integrated Wealth Concepts
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Integrated Wealth Concepts’s AstraZeneca AZN Stock Holding History

Integrated Wealth Concepts’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 		$2.01M Sell
10,593
-2,076
-16% -$390K 0.01% 844
2026
Q1 		$2.5M Buy
12,669
+4,643
+58% +$895K 0.02% 677
2025
Q4 		$1.48M Sell
8,026
-4,780
-37% -$838K 0.02% 617
2025
Q3 		$1.96M Buy
12,806
+1,303
+11% +$197K 0.02% 680
2025
Q2 		$1.61M Sell
11,503
-878
-7% -$123K 0.02% 701
2025
Q1 		$1.82M Sell
12,381
-1,404
-10% -$203K 0.02% 602
2024
Q4 		$1.81M Buy
13,785
+703
+5% +$98.4K 0.02% 599
2024
Q3 		$2.04M Sell
13,082
-57
-0.4% -$9.2K 0.02% 540
2024
Q2 		$2.05M Buy
13,139
+609
+5% +$91.6K 0.03% 505
2024
Q1 		$1.7M Sell
12,530
-81
-0.6% -$10.7K 0.02% 573
2023
Q4 		$1.7M Buy
12,611
+430
+4% +$55.9K 0.03% 538
2023
Q3 		$1.65M Sell
12,181
-454
-4% -$62K 0.03% 513
2023
Q2 		$1.81M Buy
12,635
+4,495
+55% +$661K 0.03% 496
2023
Q1 		$1.13M Sell
8,140
-15,996
-66% -$2.15M 0.02% 569
2022
Q4 		$3.27M Sell
24,136
-388
-2% -$48.7K 0.09% 215
2022
Q3 		$2.69M Buy
24,524
+35
+0.1% +$4.44K 0.09% 222
2022
Q2 		$3.24M Buy
24,489
+469
+2% +$61.5K 0.1% 192
2022
Q1 		$3.19M Buy
24,020
+1,232
+5% +$148K 0.1% 181
2021
Q4 		$2.66M Buy
22,788
+1,055
+5% +$124K 0.08% 210
2021
Q3 		$2.61M Buy
21,733
+4,624
+27% +$538K 0.09% 196
2021
Q2 		$2.05M Buy
17,109
+862
+5% +$94.6K 0.07% 218
2021
Q1 		$1.62M Buy
16,247
+3,320
+26% +$334K 0.07% 218
2020
Q4 		$1.29M Buy
12,927
+1,348
+12% +$143K 0.06% 206
2020
Q3 		$1.27M Buy
11,579
+861
+8% +$95.8K 0.08% 176
2020
Q2 		$1.13M Buy
10,718
+1,260
+13% +$130K 0.08% 155
2020
Q1 		$845K Buy
9,458
+902
+11% +$84.9K 0.08% 157
2019
Q4 		$853K Buy
8,556
+2,990
+54% +$281K 0.07% 174
2019
Q3 		$496K Buy
5,566
+1,579
+40% +$137K 0.06% 206
2019
Q2 		$318K Buy
+3,987
New +$313K 0.04% 260

Other funds holding AZN

Evelyn Partners
Evelyn Partners London $46.9B AUM
Investor AB
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

Integrated Wealth Concepts's AZN Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its AstraZeneca (AZN) stake by 16% in Q2 2026, selling an estimated $390K and leaving 10,593 shares worth $2.01M. The position accounts for 0.01% of the portfolio, ranked #844.

Integrated Wealth Concepts first reported a position in AZN in Q2 2019 and has held it in 29 quarters since. The position peaked at $3.27M in Q4 2022. 1,511 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Integrated Wealth Concepts held 10,593 shares of AstraZeneca worth $2.01M as of Q2 2026.
  • Integrated Wealth Concepts sold 2,076 AstraZeneca shares in Q2 2026, an estimated $390K.
  • AstraZeneca made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #844 holding.
  • Integrated Wealth Concepts first reported a position in AstraZeneca in Q2 2019 and has held it in 29 quarters since.
  • Integrated Wealth Concepts's AstraZeneca position peaked at $3.27M in Q4 2022.
  • 1,511 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.