Caldwell Sutter Capital’s AstraZeneca AZN Stock Holding History

Caldwell Sutter 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	$8.72K	Hold	46	–	–	﹤0.01%	630
2026 Q1	$9.07K	Sell	46 -1	-2%	-$193	﹤0.01%	571
2025 Q4	$8.55K	Hold	47	–	–	﹤0.01%	568
2025 Q3	$7.13K	Hold	47	–	–	﹤0.01%	594
2025 Q2	$6.5K	Hold	47	–	–	﹤0.01%	593
2025 Q1	$6.84K	Hold	47	–	–	﹤0.01%	591
2024 Q4	$6.09K	Hold	47	–	–	﹤0.01%	614
2024 Q3	$7.25K	Hold	47	–	–	﹤0.01%	597
2024 Q2	$7.25K	Hold	47	–	–	﹤0.01%	591
2024 Q1	$6.3K	Sell	47 -25	-35%	-$3.31K	﹤0.01%	601
2023 Q4	$9.63K	Hold	72	–	–	﹤0.01%	554
2023 Q3	$9.68K	Hold	72	–	–	0.01%	535
2023 Q2	$10.2K	Buy	+72	New	+$10.6K	0.01%	526

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

Caldwell Sutter Capital's AZN Position: Q2 2026 in Review

Caldwell Sutter Capital held its AstraZeneca (AZN) position steady in Q2 2026 at 46 shares worth $8.72K. The position accounts for ﹤0.01% of the portfolio, ranked #630.

Caldwell Sutter Capital first reported a position in AZN in Q2 2023 and has held it in 13 quarters since. The position peaked at $10.2K in Q2 2023. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Caldwell Sutter Capital held 46 shares of AstraZeneca worth $8.72K as of Q2 2026.
Caldwell Sutter Capital left its AstraZeneca share count unchanged in Q2 2026.
AstraZeneca made up ﹤0.01% of Caldwell Sutter Capital's portfolio in Q2 2026, its #630 holding.
Caldwell Sutter Capital first reported a position in AstraZeneca in Q2 2023 and has held it in 13 quarters since.
Caldwell Sutter Capital's AstraZeneca position peaked at $10.2K in Q2 2023.
1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.