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Cardinal Point Capital Management’s AstraZeneca AZN Stock Holding History

Cardinal Point Capital Management’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 		– Sell
-1,210
Closed -$239K – 296
2026
Q1 		$239K Buy
+1,210
New +$233K 0.01% 257

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

Cardinal Point Capital Management's AZN Position: Q2 2026 in Review

Cardinal Point Capital Management sold out of AstraZeneca (AZN) in Q2 2026, closing a stake of 1,210 shares — an estimated $239K sold.

Cardinal Point Capital Management first reported a position in AZN in Q1 2026 and held it in 1 quarter. The position peaked at $239K in Q1 2026. 1,502 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Cardinal Point Capital Management reported no remaining AstraZeneca position as of Q2 2026 after selling out during the quarter.
  • Cardinal Point Capital Management sold 1,210 AstraZeneca shares in Q2 2026, an estimated $239K.
  • Cardinal Point Capital Management first reported a position in AstraZeneca in Q1 2026 and held it in 1 quarter.
  • Cardinal Point Capital Management's AstraZeneca position peaked at $239K in Q1 2026.
  • 1,502 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.