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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
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 		$2.65M 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

IA
Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VAM
Vanguard Asset Management London, Ec4n 8af $117B AUM

Integrated Wealth Concepts's AZN Position: Q1 2026 in Review

Integrated Wealth Concepts increased its AstraZeneca (AZN) stake by 58% in Q1 2026, buying an estimated $895K and bringing the position to 12,669 shares worth $2.5M. The position accounts for 0.02% of the portfolio, ranked #677.

Integrated Wealth Concepts first reported a position in AZN in Q2 2019 and has held it in 28 quarters since. The position peaked at $3.27M in Q4 2022. 1,377 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

  • Integrated Wealth Concepts held 12,669 shares of AstraZeneca worth $2.5M as of Q1 2026.
  • Integrated Wealth Concepts bought 4,643 AstraZeneca shares in Q1 2026, an estimated $895K.
  • AstraZeneca made up 0.02% of Integrated Wealth Concepts's portfolio in Q1 2026, its #677 holding.
  • Integrated Wealth Concepts first reported a position in AstraZeneca in Q2 2019 and has held it in 28 quarters since.
  • Integrated Wealth Concepts's AstraZeneca position peaked at $3.27M in Q4 2022.
  • 1,377 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.