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Capital Performance Advisors’s AstraZeneca AZN Stock Holding History

Capital Performance 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 		$244K Sell
1,288
-396
-24% -$74.5K 0.02% 260
2026
Q1 		$332K Buy
1,684
+187
+12% +$36.1K 0.02% 302
2025
Q4 		$275K Buy
1,497
+188
+14% +$33K 0.02% 328
2025
Q3 		$201K Buy
+1,309
New +$198K 0.03% 323
2024
Q4 		– Sell
-181
Closed -$28.1K – 425
2024
Q3 		$28.1K Buy
+181
New +$29.2K 0.01% 502

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 Performance Advisors's AZN Position: Q2 2026 in Review

Capital Performance Advisors reduced its AstraZeneca (AZN) stake by 24% in Q2 2026, selling an estimated $74.5K and leaving 1,288 shares worth $244K. The position accounts for 0.02% of the portfolio, ranked #260.

Capital Performance Advisors first reported a position in AZN in Q3 2024 and has held it in 5 quarters since. The position peaked at $332K in Q1 2026. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Capital Performance Advisors held 1,288 shares of AstraZeneca worth $244K as of Q2 2026.
  • Capital Performance Advisors sold 396 AstraZeneca shares in Q2 2026, an estimated $74.5K.
  • AstraZeneca made up 0.02% of Capital Performance Advisors's portfolio in Q2 2026, its #260 holding.
  • Capital Performance Advisors first reported a position in AstraZeneca in Q3 2024 and has held it in 5 quarters since.
  • Capital Performance Advisors's AstraZeneca position peaked at $332K in Q1 2026.
  • 1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.