Optima Capital’s AstraZeneca AZN Stock Holding History

Optima 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 Q1	–	Sell	-44	Closed	-$8.09K	–	258
2025 Q4	$8.09K	Buy	+44	New	+$7.72K	﹤0.01%	546

Other funds holding AZN

Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Asset Management London, Ec4n 8af $148B AUM

Optima Capital's AZN Position: Q1 2026 in Review

Optima Capital sold out of AstraZeneca (AZN) in Q1 2026, closing a stake of 44 shares — an estimated $8.09K sold.

Optima Capital first reported a position in AZN in Q4 2025 and held it in 1 quarter. The position peaked at $8.09K in Q4 2025. 1,383 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

Optima Capital reported no remaining AstraZeneca position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 44 AstraZeneca shares in Q1 2026, an estimated $8.09K.
Optima Capital first reported a position in AstraZeneca in Q4 2025 and held it in 1 quarter.
Optima Capital's AstraZeneca position peaked at $8.09K in Q4 2025.
1,383 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.