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Cape Investment Advisory’s AstraZeneca AZN Stock Holding History

Cape Investment Advisory’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 		$31.9K Buy
+168
New +$31.6K 0.01% 613
2026
Q1 		– Sell
-224
Closed -$41.1K – 297
2025
Q4 		$41.1K Buy
224
+83
+59% +$14.6K 0.01% 461
2025
Q3 		$21.6K Buy
141
+80
+131% +$12.1K 0.02% 317
2025
Q2 		$8.53K Sell
61
-2
-3% -$280 ﹤0.01% 662
2025
Q1 		$9.19K Hold
63
– – ﹤0.01% 626
2024
Q4 		$8.19K Hold
63
– – ﹤0.01% 627
2024
Q3 		$9.74K Hold
63
– – ﹤0.01% 574
2024
Q2 		$9.75K Buy
+63
New +$9.48K ﹤0.01% 530

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

Cape Investment Advisory's AZN Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in AstraZeneca (AZN) in Q2 2026: 168 shares worth $31.9K. The stake represents 0.01% of the portfolio and ranks #613 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in AZN as recently as Q4 2025.

Cape Investment Advisory first reported a position in AZN in Q2 2024 and has held it in 8 quarters since. The position peaked at $41.1K in Q4 2025. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Cape Investment Advisory held 168 shares of AstraZeneca worth $31.9K as of Q2 2026.
  • AstraZeneca was a new Cape Investment Advisory position in Q2 2026.
  • AstraZeneca made up 0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #613 holding.
  • Cape Investment Advisory first reported a position in AstraZeneca in Q2 2024 and has held it in 8 quarters since.
  • Cape Investment Advisory's AstraZeneca position peaked at $41.1K in Q4 2025.
  • 1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.