Intentional Wealth Strategies’s AstraZeneca AZN Stock Holding History

Intentional Wealth Strategies’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	–	Sell	-115	Closed	-$22.7K	–	142
2026 Q1	$22.7K	Buy	+115	New	+$22.2K	0.02%	255

Other funds holding AZN

Evelyn Partners London $46.9B AUM

Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Intentional Wealth Strategies's AZN Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of AstraZeneca (AZN) in Q2 2026, closing a stake of 115 shares — an estimated $22.7K sold.

Intentional Wealth Strategies first reported a position in AZN in Q1 2026 and held it in 1 quarter. The position peaked at $22.7K in Q1 2026. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Intentional Wealth Strategies reported no remaining AstraZeneca position as of Q2 2026 after selling out during the quarter.
Intentional Wealth Strategies sold 115 AstraZeneca shares in Q2 2026, an estimated $22.7K.
Intentional Wealth Strategies first reported a position in AstraZeneca in Q1 2026 and held it in 1 quarter.
Intentional Wealth Strategies's AstraZeneca position peaked at $22.7K in Q1 2026.
1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.