Wealthcare Advisory Partners’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 | $2.3M | Buy |
12,112
+169
| +1% | +$31.8K | 0.04% | 328 |
|
|
2026
Q1 | $2.36M | Buy |
11,943
+171
| +1% | +$33K | 0.05% | 338 |
|
|
2025
Q4 | $2.16M | Buy |
11,772
+209
| +2% | +$36.7K | 0.04% | 351 |
|
|
2025
Q3 | $1.77M | Buy |
11,563
+9,806
| +558% | +$1.48M | 0.04% | 371 |
|
|
2025
Q2 | $246K | Sell |
1,757
-105
| -6% | -$14.7K | 0.01% | 862 |
|
|
2025
Q1 | $274K | Buy |
1,862
+212
| +13% | +$30.7K | 0.01% | 771 |
|
|
2024
Q4 | $216K | Sell |
1,650
-1,180
| -42% | -$165K | 0.01% | 833 |
|
|
2024
Q3 | $441K | Sell |
2,830
-99
| -3% | -$16K | 0.01% | 596 |
|
|
2024
Q2 | $457K | Sell |
2,929
-139
| -5% | -$20.9K | 0.01% | 557 |
|
|
2024
Q1 | $416K | Buy |
3,068
+271
| +10% | +$35.9K | 0.01% | 573 |
|
|
2023
Q4 | $377K | Sell |
2,797
-623
| -18% | -$81K | 0.02% | 546 |
|
|
2023
Q3 | $463K | Sell |
3,420
-110
| -3% | -$15K | 0.02% | 450 |
|
|
2023
Q2 | $505K | Sell |
3,530
-156
| -4% | -$23K | 0.02% | 446 |
|
|
2023
Q1 | $512K | Sell |
3,686
-188
| -5% | -$25.3K | 0.02% | 454 |
|
|
2022
Q4 | $525K | Buy |
3,874
+138
| +4% | +$17.3K | 0.03% | 411 |
|
|
2022
Q3 | $410K | Buy |
3,736
+460
| +14% | +$58.4K | 0.02% | 411 |
|
|
2022
Q2 | $433K | Sell |
3,276
-129
| -4% | -$16.9K | 0.03% | 354 |
|
|
2022
Q1 | $452K | Sell |
3,405
-219
| -6% | -$26.3K | 0.03% | 328 |
|
|
2021
Q4 | $422K | Buy |
3,624
+286
| +9% | +$33.7K | 0.03% | 349 |
|
|
2021
Q3 | $401K | Buy |
3,338
+870
| +35% | +$101K | 0.03% | 357 |
|
|
2021
Q2 | $296K | Sell |
2,468
-183
| -7% | -$20.1K | 0.02% | 431 |
|
|
2021
Q1 | $264K | Buy |
2,651
+386
| +17% | +$38.8K | 0.02% | 421 |
|
|
2020
Q4 | $226K | Sell |
2,265
-145
| -6% | -$15.4K | 0.02% | 374 |
|
|
2020
Q3 | $264K | Buy |
2,410
+283
| +13% | +$31.5K | 0.03% | 290 |
|
|
2020
Q2 | $225K | Buy |
2,127
+150
| +8% | +$15.5K | 0.03% | 278 |
|
|
2020
Q1 | $177K | Buy |
1,977
+168
| +9% | +$15.8K | 0.03% | 275 |
|
|
2019
Q4 | $180K | Hold |
1,809
| – | – | 0.02% | 314 |
|
|
2019
Q3 | $161K | Buy |
1,809
+149
| +9% | +$12.9K | 0.02% | 311 |
|
|
2019
Q2 | $137K | Hold |
1,660
| – | – | 0.02% | 325 |
|
|
2019
Q1 | $134K | Sell |
1,660
-393
| -19% | -$31K | 0.02% | 290 |
|
|
2018
Q4 | $156K | Sell |
2,053
-338
| -14% | -$26.4K | 0.03% | 244 |
|
|
2018
Q3 | $189K | Hold |
2,391
| – | – | 0.03% | 230 |
|
|
2018
Q2 | $168K | Buy |
2,391
+150
| +7% | +$10.8K | 0.03% | 241 |
|
|
2018
Q1 | $157K | Sell |
2,241
-563
| -20% | -$39K | 0.04% | 223 |
|
|
2017
Q4 | $195K | Buy |
2,804
+91
| +3% | +$6.14K | 0.05% | 184 |
|
|
2017
Q3 | $184K | Buy |
+2,713
| New | +$171K | 0.05% | 155 |
|
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Wealthcare Advisory Partners's AZN Position: Q2 2026 in Review
Wealthcare Advisory Partners increased its AstraZeneca (AZN) stake by 1.4% in Q2 2026, buying an estimated $31.8K and bringing the position to 12,112 shares worth $2.3M. The position accounts for 0.04% of the portfolio, ranked #328.
Wealthcare Advisory Partners first reported a position in AZN in Q3 2017 and has held it in 36 quarters since. The position peaked at $2.36M in Q1 2026. 384 funds tracked by Wall St. Rank hold AZN as of Q2 2026.
- Wealthcare Advisory Partners held 12,112 shares of AstraZeneca worth $2.3M as of Q2 2026.
- Wealthcare Advisory Partners bought 169 AstraZeneca shares in Q2 2026, an estimated $31.8K.
- AstraZeneca made up 0.04% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #328 holding.
- Wealthcare Advisory Partners first reported a position in AstraZeneca in Q3 2017 and has held it in 36 quarters since.
- Wealthcare Advisory Partners's AstraZeneca position peaked at $2.36M in Q1 2026.
- 384 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.
Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.