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Legacy Capital Group California’s AstraZeneca AZN Stock Holding History

Legacy Capital Group California’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 		$351K Buy
+1,781
New +$343K 0.13% 222
2025
Q4 		– Sell
-2,644
Closed -$406K – 340
2025
Q3 		$406K Buy
+2,644
New +$400K 0.1% 236
2024
Q4 		– Sell
-1,885
Closed -$294K – 335
2024
Q3 		$294K Buy
+1,885
New +$304K 0.1% 234

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

Legacy Capital Group California's AZN Position: Q1 2026 in Review

Legacy Capital Group California opened a new position in AstraZeneca (AZN) in Q1 2026: 1,781 shares worth $351K. The stake represents 0.13% of the portfolio and ranks #222 among its holdings. This is a return to the name: Legacy Capital Group California previously reported a position in AZN as recently as Q3 2025.

Legacy Capital Group California first reported a position in AZN in Q3 2024 and has held it in 3 quarters since. The position peaked at $406K in Q3 2025. 1,377 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

  • Legacy Capital Group California held 1,781 shares of AstraZeneca worth $351K as of Q1 2026.
  • AstraZeneca was a new Legacy Capital Group California position in Q1 2026.
  • AstraZeneca made up 0.13% of Legacy Capital Group California's portfolio in Q1 2026, its #222 holding.
  • Legacy Capital Group California first reported a position in AstraZeneca in Q3 2024 and has held it in 3 quarters since.
  • Legacy Capital Group California's AstraZeneca position peaked at $406K in Q3 2025.
  • 1,377 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

Based on Legacy Capital Group California's 13F filing for Q1 2026, filed 4 May 2026.