New England Capital Financial Advisors’s AstraZeneca AZN Stock Holding History

New England Capital 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	$106K	Hold	560	–	–	0.03%	90
2026 Q1	$110K	Hold	560	–	–	0.03%	85
2025 Q4	$103K	Hold	560	–	–	0.04%	90
2025 Q3	$86K	Hold	560	–	–	0.04%	92
2025 Q2	$78.3K	Hold	560	–	–	0.04%	87
2025 Q1	$82.3K	Hold	560	–	–	0.04%	87
2024 Q4	$73.4K	Hold	560	–	–	0.04%	93
2024 Q3	$87.3K	Hold	560	–	–	0.05%	86
2024 Q2	$87.4K	Hold	560	–	–	0.05%	80
2024 Q1	$75.9K	Sell	560 -349	-38%	-$46.2K	0.04%	86
2023 Q4	$122K	Hold	909	–	–	0.07%	65
2023 Q3	$123K	Sell	909 -344	-27%	-$47K	0.08%	61
2023 Q2	$179K	Buy	1,253 +693	+124%	+$102K	0.12%	55
2023 Q1	$77.8K	Hold	560	–	–	0.05%	86
2022 Q4	$77.5K	Buy	+560	New	+$70.2K	0.05%	86

Other funds holding AZN

EPGL

Evelyn Partners Group Ltd London $46.9B AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

New England Capital Financial Advisors's AZN Position: Q2 2026 in Review

New England Capital Financial Advisors held its AstraZeneca (AZN) position steady in Q2 2026 at 560 shares worth $106K. The position accounts for 0.03% of the portfolio, ranked #90.

New England Capital Financial Advisors first reported a position in AZN in Q4 2022 and has held it in 15 quarters since. The position peaked at $179K in Q2 2023. 1,087 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

New England Capital Financial Advisors held 560 shares of AstraZeneca worth $106K as of Q2 2026.
New England Capital Financial Advisors left its AstraZeneca share count unchanged in Q2 2026.
AstraZeneca made up 0.03% of New England Capital Financial Advisors's portfolio in Q2 2026, its #90 holding.
New England Capital Financial Advisors first reported a position in AstraZeneca in Q4 2022 and has held it in 15 quarters since.
New England Capital Financial Advisors's AstraZeneca position peaked at $179K in Q2 2023.
1,087 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.