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Money Concepts Capital’s AstraZeneca AZN Stock Holding History

Money Concepts Capital’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 		$2.84M Sell
15,188
-613
-4% -$115K 0.13% 150
2026
Q1 		$3.06M Sell
15,801
-603
-4% -$116K 0.17% 134
2025
Q4 		$3.02M Buy
16,404
+334
+2% +$58.6K 0.17% 129
2025
Q3 		$2.47M Buy
16,070
+97
+0.6% +$14.7K 0.15% 137
2025
Q2 		$2.23M Sell
15,973
-290
-2% -$40.6K 0.15% 142
2025
Q1 		$2.39M Sell
16,263
-110
-0.7% -$15.9K 0.18% 132
2024
Q4 		$2.15M Sell
16,373
-430
-3% -$60.2K 0.16% 141
2024
Q3 		$2.62M Sell
16,803
-536
-3% -$86.5K 0.2% 120
2024
Q2 		$2.7M Sell
17,339
-686
-4% -$103K 0.23% 106
2024
Q1 		$2.44M Buy
18,025
+84
+0.5% +$11.1K 0.23% 121
2023
Q4 		$2.42M Buy
17,941
+360
+2% +$46.8K 0.22% 116
2023
Q3 		$2.38M Buy
17,581
+588
+3% +$80.3K 0.25% 116
2023
Q2 		$2.43M Sell
16,993
-150
-0.9% -$22.1K 0.25% 118
2023
Q1 		$2.38M Sell
17,143
-2,473
-13% -$333K 0.13% 137
2022
Q4 		$2.66M Buy
19,616
+1,173
+6% +$147K 0.12% 157
2022
Q3 		$2.02M Buy
18,443
+830
+5% +$105K 0.12% 161
2022
Q2 		$2.32M Sell
17,613
-1,564
-8% -$205K 0.21% 115
2022
Q1 		$2.54M Buy
19,177
+1,699
+10% +$204K 0.14% 166
2021
Q4 		$2.04M Buy
+17,478
New +$2.06M 0.17% 136
2021
Q1 		$1.83M Buy
18,411
+16,385
+809% +$1.65M 0.15% 150
2020
Q4 		$203K Buy
+2,026
New +$215K 0.02% 413

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

Money Concepts Capital's AZN Position: Q2 2026 in Review

Money Concepts Capital reduced its AstraZeneca (AZN) stake by 3.9% in Q2 2026, selling an estimated $115K and leaving 15,188 shares worth $2.84M. The position accounts for 0.13% of the portfolio, ranked #150.

Money Concepts Capital first reported a position in AZN in Q4 2020 and has held it in 21 quarters since. The position peaked at $3.06M in Q1 2026. 1,502 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Money Concepts Capital held 15,188 shares of AstraZeneca worth $2.84M as of Q2 2026.
  • Money Concepts Capital sold 613 AstraZeneca shares in Q2 2026, an estimated $115K.
  • AstraZeneca made up 0.13% of Money Concepts Capital's portfolio in Q2 2026, its #150 holding.
  • Money Concepts Capital first reported a position in AstraZeneca in Q4 2020 and has held it in 21 quarters since.
  • Money Concepts Capital's AstraZeneca position peaked at $3.06M in Q1 2026.
  • 1,502 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.