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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
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

IA
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
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VAM
Vanguard Asset Management London, Ec4n 8af $117B AUM

Kapstone Financial Advisors's AZN Position: Q1 2026 in Review

Kapstone Financial Advisors sold out of AstraZeneca (AZN) in Q1 2026, closing a stake of 1,184 shares — an estimated $218K sold.

Kapstone Financial Advisors first reported a position in AZN in Q2 2024 and held it in 3 quarters. The position peaked at $218K in Q4 2025. 1,377 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

  • Kapstone Financial Advisors reported no remaining AstraZeneca position as of Q1 2026 after selling out during the quarter.
  • Kapstone Financial Advisors sold 1,184 AstraZeneca shares in Q1 2026, an estimated $218K.
  • Kapstone Financial Advisors first reported a position in AstraZeneca in Q2 2024 and held it in 3 quarters.
  • Kapstone Financial Advisors's AstraZeneca position peaked at $218K in Q4 2025.
  • 1,377 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

Based on Kapstone Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.