Capital Investment Advisors’s AstraZeneca AZN Stock Holding History

Capital Investment 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	$286K	Buy	+1,510	New	+$284K	﹤0.01%	657
2026 Q1	–	Sell	-1,511	Closed	-$278K	–	752
2025 Q4	$278K	Buy	1,511 +148	+11%	+$26K	﹤0.01%	623
2025 Q3	$209K	Buy	+1,363	New	+$206K	﹤0.01%	683
2025 Q2	–	Sell	-1,446	Closed	-$213K	–	706
2025 Q1	$213K	Buy	+1,446	New	+$209K	﹤0.01%	624
2024 Q4	–	Sell	-1,306	Closed	-$203K	–	674
2024 Q3	$203K	Sell	1,306 -118	-8%	-$19K	﹤0.01%	623
2024 Q2	$222K	Buy	+1,424	New	+$214K	0.01%	569

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 Investment Advisors's AZN Position: Q2 2026 in Review

Capital Investment Advisors opened a new position in AstraZeneca (AZN) in Q2 2026: 1,510 shares worth $286K. The stake represents ﹤0.01% of the portfolio and ranks #657 among its holdings. This is a return to the name: Capital Investment Advisors previously reported a position in AZN as recently as Q4 2025.

Capital Investment Advisors first reported a position in AZN in Q2 2024 and has held it in 6 quarters since. 1,507 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Capital Investment Advisors held 1,510 shares of AstraZeneca worth $286K as of Q2 2026.
AstraZeneca was a new Capital Investment Advisors position in Q2 2026.
AstraZeneca made up ﹤0.01% of Capital Investment Advisors's portfolio in Q2 2026, its #657 holding.
Capital Investment Advisors first reported a position in AstraZeneca in Q2 2024 and has held it in 6 quarters since.
1,507 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Capital Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.