JFS Wealth Advisors’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $473K | Hold |
2,497
| – | – | 0.02% | 233 |
|
|
2026
Q1 | $492K | Sell |
2,497
-47
| -2% | -$9.06K | 0.03% | 227 |
|
|
2025
Q4 | $468K | Hold |
2,544
| – | – | 0.03% | 234 |
|
|
2025
Q3 | $390K | Sell |
2,544
-7
| -0.3% | -$1.06K | 0.02% | 250 |
|
|
2025
Q2 | $357K | Buy |
2,551
+8
| +0.3% | +$1.12K | 0.02% | 241 |
|
|
2025
Q1 | $374K | Buy |
2,543
+380
| +18% | +$55K | 0.03% | 230 |
|
|
2024
Q4 | $283K | Buy |
2,163
+977
| +82% | +$137K | 0.02% | 254 |
|
|
2024
Q3 | $185K | Buy |
1,186
+28
| +2% | +$4.52K | 0.01% | 296 |
|
|
2024
Q2 | $181K | Sell |
1,158
-96
| -8% | -$14.4K | 0.01% | 252 |
|
|
2024
Q1 | $170K | Buy |
1,254
+131
| +12% | +$17.3K | 0.01% | 254 |
|
|
2023
Q4 | $151K | Sell |
1,123
-4
| -0.4% | -$520 | 0.01% | 256 |
|
|
2023
Q3 | $153K | Hold |
1,127
| – | – | 0.01% | 247 |
|
|
2023
Q2 | $161K | Buy |
1,127
+46
| +4% | +$6.77K | 0.01% | 237 |
|
|
2023
Q1 | $150K | Buy |
1,081
+1
| +0.1% | +$135 | 0.01% | 243 |
|
|
2022
Q4 | $146K | Sell |
1,080
-27
| -2% | -$3.39K | 0.01% | 242 |
|
|
2022
Q3 | $121K | Sell |
1,107
-96
| -8% | -$12.2K | 0.01% | 263 |
|
|
2022
Q2 | $159K | Buy |
1,203
+45
| +4% | +$5.9K | 0.02% | 239 |
|
|
2022
Q1 | $154K | Buy |
1,158
+171
| +17% | +$20.5K | 0.01% | 254 |
|
|
2021
Q4 | $115K | Buy |
987
+80
| +9% | +$9.41K | 0.01% | 283 |
|
|
2021
Q3 | $109K | Buy |
907
+407
| +81% | +$47.4K | 0.01% | 289 |
|
|
2021
Q2 | $60K | Hold |
500
| – | – | 0.01% | 257 |
|
|
2021
Q1 | $50K | Sell |
500
-1
| -0.2% | -$101 | 0.01% | 249 |
|
|
2020
Q4 | $50K | Hold |
501
| – | – | 0.01% | 245 |
|
|
2020
Q3 | $55K | Buy |
501
+500
| +50,000% | +$55.6K | 0.01% | 221 |
|
|
2020
Q2 | $0 | Buy |
+1
| New | +$103 | ﹤0.01% | 528 |
|
|
2018
Q4 | – | Sell |
-42
| Closed | -$3K | – | 460 |
|
|
2018
Q3 | $3K | Buy |
+42
| New | +$3.18K | ﹤0.01% | 480 |
|
|
2017
Q4 | – | Sell |
-101
| Closed | -$7K | – | 532 |
|
|
2017
Q3 | $7K | Hold |
101
| – | – | ﹤0.01% | 378 |
|
|
2017
Q2 | $7K | Buy |
+101
| New | +$6.6K | ﹤0.01% | 357 |
|
|
2014
Q3 | – | Sell |
-490
| Closed | -$36K | – | 485 |
|
|
2014
Q2 | $36K | Buy |
+490
| New | +$35.4K | 0.01% | 217 |
|
Other funds holding AZN
EP
IA
JFS Wealth Advisors's AZN Position: Q2 2026 in Review
JFS Wealth Advisors held its AstraZeneca (AZN) position steady in Q2 2026 at 2,497 shares worth $473K. The position accounts for 0.02% of the portfolio, ranked #233.
JFS Wealth Advisors first reported a position in AZN in Q2 2014 and has held it in 29 quarters since. The position peaked at $492K in Q1 2026. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.
- JFS Wealth Advisors held 2,497 shares of AstraZeneca worth $473K as of Q2 2026.
- JFS Wealth Advisors left its AstraZeneca share count unchanged in Q2 2026.
- AstraZeneca made up 0.02% of JFS Wealth Advisors's portfolio in Q2 2026, its #233 holding.
- JFS Wealth Advisors first reported a position in AstraZeneca in Q2 2014 and has held it in 29 quarters since.
- JFS Wealth Advisors's AstraZeneca position peaked at $492K in Q1 2026.
- 1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.
Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.