Pointe Capital Management’s AstraZeneca AZN Stock Holding History

Pointe Capital Management’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	$535K	Sell	2,764 -157	-5%	-$30.3K	0.27%	82
2025 Q4	$537K	Sell	2,921 -471	-14%	-$82.6K	0.27%	83
2025 Q3	$520K	Hold	3,392	–	–	0.25%	88
2025 Q2	$474K	Buy	3,392 +27	+0.8%	+$3.78K	0.25%	93
2025 Q1	$495K	Hold	3,365	–	–	0.29%	90
2024 Q4	$441K	Buy	3,365 +638	+23%	+$89.3K	0.25%	98
2024 Q3	$425K	Hold	2,727	–	–	0.25%	101
2024 Q2	$425K	Hold	2,727	–	–	0.26%	95
2024 Q1	$370K	Hold	2,727	–	–	0.23%	109
2023 Q4	$367K	Buy	2,727 +34	+1%	+$4.42K	0.26%	99
2023 Q3	$365K	Buy	2,693 +17	+0.6%	+$2.32K	0.27%	94
2023 Q2	$383K	Buy	2,676 +44	+2%	+$6.47K	0.29%	97
2023 Q1	$365K	Sell	2,632 -13	-0.5%	-$1.75K	0.26%	94
2022 Q4	$359K	Hold	2,645	–	–	0.28%	91
2022 Q3	$290K	Buy	2,645 +41	+2%	+$5.2K	0.23%	110
2022 Q2	$344K	Hold	2,604	–	–	0.26%	102
2022 Q1	$345K	Buy	2,604 +75	+3%	+$8.99K	0.22%	115
2021 Q4	$295K	Buy	+2,529	New	+$298K	0.18%	120

Other funds holding AZN

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 Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VAM

Vanguard Asset Management London, Ec4n 8af $117B AUM

Pointe Capital Management's AZN Position: Q1 2026 in Review

Pointe Capital Management reduced its AstraZeneca (AZN) stake by 5.4% in Q1 2026, selling an estimated $30.3K and leaving 2,764 shares worth $535K. The position accounts for 0.27% of the portfolio, ranked #82.

Pointe Capital Management first reported a position in AZN in Q4 2021 and has held it in 18 quarters since. The position peaked at $537K in Q4 2025. 1,377 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

Pointe Capital Management held 2,764 shares of AstraZeneca worth $535K as of Q1 2026.
Pointe Capital Management sold 157 AstraZeneca shares in Q1 2026, an estimated $30.3K.
AstraZeneca made up 0.27% of Pointe Capital Management's portfolio in Q1 2026, its #82 holding.
Pointe Capital Management first reported a position in AstraZeneca in Q4 2021 and has held it in 18 quarters since.
Pointe Capital Management's AstraZeneca position peaked at $537K in Q4 2025.
1,377 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

Based on Pointe Capital Management's 13F filing for Q1 2026, filed 15 May 2026.