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Kapstone Financial Advisors’s AstraZeneca AZN Stock Holding History

Kapstone Financial 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 		$225K Buy
+1,184
New +$223K 0.09% 152
2026
Q1 		– Sell
-1,184
Closed -$218K – 157
2025
Q4 		$218K Buy
+1,184
New +$208K 0.11% 110
2024
Q4 		– Sell
-1,309
Closed -$203K – 115
2024
Q3 		$203K Hold
1,309
– – 0.12% 100
2024
Q2 		$204K Buy
+1,309
New +$197K 0.13% 99

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

Kapstone Financial Advisors's AZN Position: Q2 2026 in Review

Kapstone Financial Advisors opened a new position in AstraZeneca (AZN) in Q2 2026: 1,184 shares worth $225K. The stake represents 0.09% of the portfolio and ranks #152 among its holdings. This is a return to the name: Kapstone Financial Advisors previously reported a position in AZN as recently as Q4 2025.

Kapstone Financial Advisors first reported a position in AZN in Q2 2024 and has held it in 4 quarters since. 1,507 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Kapstone Financial Advisors held 1,184 shares of AstraZeneca worth $225K as of Q2 2026.
  • AstraZeneca was a new Kapstone Financial Advisors position in Q2 2026.
  • AstraZeneca made up 0.09% of Kapstone Financial Advisors's portfolio in Q2 2026, its #152 holding.
  • Kapstone Financial Advisors first reported a position in AstraZeneca in Q2 2024 and has held it in 4 quarters since.
  • 1,507 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Kapstone Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.