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Apella Capital’s AstraZeneca AZN Stock Holding History

Apella Capital’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 		$285K Buy
1,474
+22
+2% +$4.14K ﹤0.01% 593
2026
Q1 		$297K Buy
+1,452
New +$280K ﹤0.01% 558

Other funds holding AZN

EP
Evelyn Partners London $46.9B AUM
IA
Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Apella Capital's AZN Position: Q2 2026 in Review

Apella Capital increased its AstraZeneca (AZN) stake by 1.5% in Q2 2026, buying an estimated $4.14K and bringing the position to 1,474 shares worth $285K. The position accounts for ﹤0.01% of the portfolio, ranked #593.

Apella Capital first reported a position in AZN in Q1 2026 and has held it in 2 quarters since. The position peaked at $297K in Q1 2026. 1,502 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Apella Capital held 1,474 shares of AstraZeneca worth $285K as of Q2 2026.
  • Apella Capital bought 22 AstraZeneca shares in Q2 2026, an estimated $4.14K.
  • AstraZeneca made up ﹤0.01% of Apella Capital's portfolio in Q2 2026, its #593 holding.
  • Apella Capital first reported a position in AstraZeneca in Q1 2026 and has held it in 2 quarters since.
  • Apella Capital's AstraZeneca position peaked at $297K in Q1 2026.
  • 1,502 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.