Mission Wealth Management’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 | $1.22M | Buy |
6,410
+3,488
| +119% | +$656K | 0.01% | 423 |
|
|
2026
Q1 | $576K | Sell |
2,922
-997
| -25% | -$192K | 0.01% | 453 |
|
|
2025
Q4 | $720K | Sell |
3,919
-133
| -3% | -$23.3K | 0.01% | 401 |
|
|
2025
Q3 | $622K | Sell |
4,052
-58
| -1% | -$8.78K | 0.01% | 433 |
|
|
2025
Q2 | $574K | Sell |
4,110
-10
| -0.2% | -$1.4K | 0.01% | 441 |
|
|
2025
Q1 | $606K | Sell |
4,120
-169
| -4% | -$24.5K | 0.01% | 411 |
|
|
2024
Q4 | $562K | Buy |
4,289
+137
| +3% | +$19.2K | 0.01% | 403 |
|
|
2024
Q3 | $647K | Buy |
4,152
+171
| +4% | +$27.6K | 0.02% | 381 |
|
|
2024
Q2 | $621K | Buy |
3,981
+669
| +20% | +$101K | 0.02% | 364 |
|
|
2024
Q1 | $449K | Sell |
3,312
-1,881
| -36% | -$249K | 0.01% | 464 |
|
|
2023
Q4 | $699K | Buy |
5,193
+1,138
| +28% | +$148K | 0.02% | 298 |
|
|
2023
Q3 | $549K | Buy |
4,055
+1,031
| +34% | +$141K | 0.02% | 322 |
|
|
2023
Q2 | $433K | Sell |
3,024
-41
| -1% | -$6.03K | 0.02% | 373 |
|
|
2023
Q1 | $425K | Buy |
3,065
+152
| +5% | +$20.4K | 0.02% | 371 |
|
|
2022
Q4 | $395K | Buy |
2,913
+113
| +4% | +$14.2K | 0.02% | 370 |
|
|
2022
Q3 | $307K | Buy |
2,800
+198
| +8% | +$25.1K | 0.02% | 390 |
|
|
2022
Q2 | $344K | Buy |
2,602
+14
| +0.5% | +$1.84K | 0.02% | 370 |
|
|
2022
Q1 | $343K | Sell |
2,588
-48
| -2% | -$5.76K | 0.02% | 385 |
|
|
2021
Q4 | $307K | Sell |
2,636
-39
| -1% | -$4.59K | 0.01% | 429 |
|
|
2021
Q3 | $321K | Buy |
2,675
+504
| +23% | +$58.7K | 0.02% | 396 |
|
|
2021
Q2 | $260K | Sell |
2,171
-219
| -9% | -$24K | 0.01% | 424 |
|
|
2021
Q1 | $238K | Buy |
2,390
+245
| +11% | +$24.6K | 0.01% | 404 |
|
|
2020
Q4 | $214K | Buy |
2,145
+271
| +14% | +$28.7K | 0.01% | 394 |
|
|
2020
Q3 | $205K | Buy |
+1,874
| New | +$208K | 0.02% | 341 |
|
|
2016
Q4 | – | Sell |
-3,497
| Closed | -$230K | – | 176 |
|
|
2016
Q3 | $230K | Sell |
3,497
-85
| -2% | -$5.56K | 0.06% | 146 |
|
|
2016
Q2 | $216K | Sell |
3,582
-133
| -4% | -$7.72K | 0.06% | 142 |
|
|
2016
Q1 | $209K | Buy |
3,715
+248
| +7% | +$14.9K | 0.06% | 142 |
|
|
2015
Q4 | $235K | Buy |
3,467
+293
| +9% | +$19.2K | 0.07% | 118 |
|
|
2015
Q3 | $202K | Buy |
+3,174
| New | +$209K | 0.06% | 128 |
|
Other funds holding AZN
EP
IA
Mission Wealth Management's AZN Position: Q2 2026 in Review
Mission Wealth Management increased its AstraZeneca (AZN) stake by 119% in Q2 2026, buying an estimated $656K and bringing the position to 6,410 shares worth $1.22M. The position accounts for 0.01% of the portfolio, ranked #423.
Mission Wealth Management first reported a position in AZN in Q3 2015 and has held it in 29 quarters since. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.
- Mission Wealth Management held 6,410 shares of AstraZeneca worth $1.22M as of Q2 2026.
- Mission Wealth Management bought 3,488 AstraZeneca shares in Q2 2026, an estimated $656K.
- AstraZeneca made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #423 holding.
- Mission Wealth Management first reported a position in AstraZeneca in Q3 2015 and has held it in 29 quarters since.
- 1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.
Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.