IVC Wealth Advisors’s AstraZeneca AZN Stock Holding History

IVC Wealth Advisors’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	-1,172	Closed	-$215K	–	177
2025 Q4	$215K	Buy	+1,172	New	+$206K	0.09%	166

Other funds holding AZN

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 Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VAM

Vanguard Asset Management London, Ec4n 8af $117B AUM

IVC Wealth Advisors's AZN Position: Q1 2026 in Review

IVC Wealth Advisors sold out of AstraZeneca (AZN) in Q1 2026, closing a stake of 1,172 shares — an estimated $215K sold.

IVC Wealth Advisors first reported a position in AZN in Q4 2025 and held it in 1 quarter. The position peaked at $215K in Q4 2025. 1,378 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

IVC Wealth Advisors reported no remaining AstraZeneca position as of Q1 2026 after selling out during the quarter.
IVC Wealth Advisors sold 1,172 AstraZeneca shares in Q1 2026, an estimated $215K.
IVC Wealth Advisors first reported a position in AstraZeneca in Q4 2025 and held it in 1 quarter.
IVC Wealth Advisors's AstraZeneca position peaked at $215K in Q4 2025.
1,378 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

Based on IVC Wealth Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.