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 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

Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VAM

Vanguard Asset Management London, Ec4n 8af $117B AUM

Capital Investment Advisors's AZN Position: Q1 2026 in Review

Capital Investment Advisors sold out of AstraZeneca (AZN) in Q1 2026, closing a stake of 1,511 shares — an estimated $278K sold.

Capital Investment Advisors first reported a position in AZN in Q2 2024 and held it in 5 quarters. The position peaked at $278K in Q4 2025. 1,377 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

Capital Investment Advisors reported no remaining AstraZeneca position as of Q1 2026 after selling out during the quarter.
Capital Investment Advisors sold 1,511 AstraZeneca shares in Q1 2026, an estimated $278K.
Capital Investment Advisors first reported a position in AstraZeneca in Q2 2024 and held it in 5 quarters.
Capital Investment Advisors's AstraZeneca position peaked at $278K in Q4 2025.
1,377 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.