Capital Group Private Client Services’s AstraZeneca AZN Stock Holding History

Capital Group Private Client Services’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	$37.3M	Sell	199,187 -42,637	-18%	-$8.02M	0.53%	26
2026 Q1	$47.1M	Buy	241,824 +199,810	+476%	+$38.5M	0.79%	21
2025 Q4	$7.72M	Sell	42,014 -4,744	-10%	-$832K	0.12%	96
2025 Q3	$7.17M	Sell	46,758 -107,841	-70%	-$16.3M	0.12%	101
2025 Q2	$21.6M	Sell	154,599 -5,434	-3%	-$762K	0.19%	113
2025 Q1	$23.5M	Sell	160,033 -66,783	-29%	-$9.66M	0.23%	98
2024 Q4	$29.7M	Sell	226,816 -15,566	-6%	-$2.18M	0.27%	87
2024 Q3	$37.8M	Sell	242,382 -5,266	-2%	-$850K	0.36%	74
2024 Q2	$38.6M	Sell	247,648 -19,473	-7%	-$2.93M	0.39%	73
2024 Q1	$36.2M	Sell	267,121 -24,333	-8%	-$3.22M	0.37%	79
2023 Q4	$39.3M	Sell	291,454 -44,334	-13%	-$5.76M	0.41%	73
2023 Q3	$45.5M	Sell	335,788 -2,470	-0.7%	-$337K	0.55%	62
2023 Q2	$48.4M	Sell	338,258 -2,403	-0.7%	-$354K	0.57%	62
2023 Q1	$47.3M	Sell	340,661 -1,894	-0.6%	-$255K	0.59%	61
2022 Q4	$46.5M	Buy	342,555 +1,642	+0.5%	+$206K	0.59%	58
2022 Q3	$37.4M	Sell	340,913 -4,808	-1%	-$610K	0.52%	64
2022 Q2	$45.7M	Buy	345,721 +20,729	+6%	+$2.72M	0.59%	56
2022 Q1	$43.1M	Buy	324,992 +5,155	+2%	+$618K	0.47%	70
2021 Q4	$37.3M	Sell	319,837 -6,056	-2%	-$713K	0.4%	78
2021 Q3	$39.1M	Buy	+325,893	New	+$37.9M	0.45%	74

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

Capital Group Private Client Services's AZN Position: Q2 2026 in Review

Capital Group Private Client Services reduced its AstraZeneca (AZN) stake by 18% in Q2 2026, selling an estimated $8.02M and leaving 199,187 shares worth $37.3M. The position accounts for 0.53% of the portfolio, ranked #26.

Capital Group Private Client Services first reported a position in AZN in Q3 2021 and has held it in 20 quarters since. The position peaked at $48.4M in Q2 2023. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Capital Group Private Client Services held 199,187 shares of AstraZeneca worth $37.3M as of Q2 2026.
Capital Group Private Client Services sold 42,637 AstraZeneca shares in Q2 2026, an estimated $8.02M.
AstraZeneca made up 0.53% of Capital Group Private Client Services's portfolio in Q2 2026, its #26 holding.
Capital Group Private Client Services first reported a position in AstraZeneca in Q3 2021 and has held it in 20 quarters since.
Capital Group Private Client Services's AstraZeneca position peaked at $48.4M in Q2 2023.
1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Capital Group Private Client Services's 13F filing for Q2 2026, filed 12 Aug 2026.