Aptus Capital Advisors’s AstraZeneca AZN Stock Holding History

Aptus Capital 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 Q2	$454K	Sell	2,396 -194	-7%	-$36.5K	﹤0.01%	816
2026 Q1	$511K	Sell	2,590 -9	-0.3%	-$1.74K	﹤0.01%	714
2025 Q4	$478K	Buy	2,599 +90	+4%	+$15.8K	﹤0.01%	743
2025 Q3	$385K	Sell	2,509 -149	-6%	-$22.6K	﹤0.01%	775
2025 Q2	$371K	Sell	2,658 -681	-20%	-$95.4K	﹤0.01%	759
2025 Q1	$491K	Buy	3,339 +168	+5%	+$24.3K	0.01%	643
2024 Q4	$416K	Buy	3,171 +1,868	+143%	+$262K	﹤0.01%	688
2024 Q3	$203K	Sell	1,303 -2	-0.2%	-$323	﹤0.01%	762
2024 Q2	$203K	Buy	+1,305	New	+$196K	﹤0.01%	733

Other funds holding AZN

Evelyn Partners London $46.9B AUM

Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Aptus Capital Advisors's AZN Position: Q2 2026 in Review

Aptus Capital Advisors reduced its AstraZeneca (AZN) stake by 7.5% in Q2 2026, selling an estimated $36.5K and leaving 2,396 shares worth $454K. The position accounts for ﹤0.01% of the portfolio, ranked #816.

Aptus Capital Advisors first reported a position in AZN in Q2 2024 and has held it in 9 quarters since. The position peaked at $511K in Q1 2026. 1,502 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Aptus Capital Advisors held 2,396 shares of AstraZeneca worth $454K as of Q2 2026.
Aptus Capital Advisors sold 194 AstraZeneca shares in Q2 2026, an estimated $36.5K.
AstraZeneca made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #816 holding.
Aptus Capital Advisors first reported a position in AstraZeneca in Q2 2024 and has held it in 9 quarters since.
Aptus Capital Advisors's AstraZeneca position peaked at $511K in Q1 2026.
1,502 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.