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Capital Analysts LLC’s AstraZeneca AZN Stock Holding History

Capital Analysts LLC’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 		$181K Buy
962
+148
+18% +$27.8K ﹤0.01% 715
2026
Q1 		$158K Sell
814
-62
-7% -$12K ﹤0.01% 688
2025
Q4 		$161K Buy
876
+437
+100% +$76.6K ﹤0.01% 660
2025
Q3 		$67K Sell
439
-3
-0.7% -$454 ﹤0.01% 823
2025
Q2 		$62K Sell
442
-87
-16% -$12.2K ﹤0.01% 768
2025
Q1 		$78K Buy
529
+53
+11% +$7.67K ﹤0.01% 695
2024
Q4 		$62K Buy
476
+11
+2% +$1.54K ﹤0.01% 707
2024
Q3 		$73K Buy
465
+225
+94% +$36.3K ﹤0.01% 647
2024
Q2 		$38K Buy
240
+10
+4% +$1.5K ﹤0.01% 758
2024
Q1 		$31K Buy
230
+42
+22% +$5.56K ﹤0.01% 752
2023
Q4 		$25K Hold
188
– – ﹤0.01% 775
2023
Q3 		$25K Buy
188
+1
+0.5% +$137 ﹤0.01% 736
2023
Q2 		$27K Hold
187
– – ﹤0.01% 678
2023
Q1 		$26K Buy
187
+3
+2% +$404 ﹤0.01% 684
2022
Q4 		$25K Sell
184
-51
-22% -$6.4K ﹤0.01% 717
2022
Q3 		$26K Buy
235
+104
+79% +$13.2K ﹤0.01% 678
2022
Q2 		$17K Hold
131
– – ﹤0.01% 721
2022
Q1 		$17K Buy
131
+2
+2% +$240 ﹤0.01% 687
2021
Q4 		$15K Hold
129
– – ﹤0.01% 758
2021
Q3 		$15K Sell
129
-21
-14% -$2.44K ﹤0.01% 733
2021
Q2 		$18K Hold
150
– – ﹤0.01% 679
2021
Q1 		$15K Buy
150
+128
+582% +$12.9K ﹤0.01% 741
2020
Q4 		$2K Buy
+22
New +$2.33K ﹤0.01% 682
2019
Q1 		– Sell
-9
Closed -$1K – 660
2018
Q4 		$1K Hold
9
– – ﹤0.01% 570
2018
Q3 		$1K Hold
9
– – ﹤0.01% 546
2018
Q2 		$1K Hold
9
– – ﹤0.01% 554
2018
Q1 		$1K Buy
+9
New +$623 ﹤0.01% 542

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

Capital Analysts LLC's AZN Position: Q2 2026 in Review

Capital Analysts LLC increased its AstraZeneca (AZN) stake by 18% in Q2 2026, buying an estimated $27.8K and bringing the position to 962 shares worth $181K. The position accounts for ﹤0.01% of the portfolio, ranked #715.

Capital Analysts LLC first reported a position in AZN in Q1 2018 and has held it in 27 quarters since. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Capital Analysts LLC held 962 shares of AstraZeneca worth $181K as of Q2 2026.
  • Capital Analysts LLC bought 148 AstraZeneca shares in Q2 2026, an estimated $27.8K.
  • AstraZeneca made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #715 holding.
  • Capital Analysts LLC first reported a position in AstraZeneca in Q1 2018 and has held it in 27 quarters since.
  • 1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

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