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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
Q2 		$344K Buy
1,814
+33
+2% +$6.21K 0.1% 250
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

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

Legacy Capital Group California's AZN Position: Q2 2026 in Review

Legacy Capital Group California increased its AstraZeneca (AZN) stake by 1.9% in Q2 2026, buying an estimated $6.21K and bringing the position to 1,814 shares worth $344K. The position accounts for 0.1% of the portfolio, ranked #250.

Legacy Capital Group California first reported a position in AZN in Q3 2024 and has held it in 4 quarters since. The position peaked at $406K in Q3 2025. 1,507 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Legacy Capital Group California held 1,814 shares of AstraZeneca worth $344K as of Q2 2026.
  • Legacy Capital Group California bought 33 AstraZeneca shares in Q2 2026, an estimated $6.21K.
  • AstraZeneca made up 0.1% of Legacy Capital Group California's portfolio in Q2 2026, its #250 holding.
  • Legacy Capital Group California first reported a position in AstraZeneca in Q3 2024 and has held it in 4 quarters since.
  • Legacy Capital Group California's AstraZeneca position peaked at $406K in Q3 2025.
  • 1,507 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Legacy Capital Group California's 13F filing for Q2 2026, filed 29 Jul 2026.