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Shelton Capital Management’s AstraZeneca AZN Stock Holding History

Shelton 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 		– Sell
-33,281
Closed -$6.12M – 727
2025
Q4 		$6.12M Sell
33,281
-1,265
-4% -$222K 0.12% 137
2025
Q3 		$5.3M Hold
34,546
– – 0.11% 153
2025
Q2 		$4.83M Sell
34,546
-4
-0% -$561 0.11% 162
2025
Q1 		$5.08M Sell
34,550
-1,541
-4% -$223K 0.12% 152
2024
Q4 		$4.73M Buy
36,091
+710
+2% +$99.4K 0.12% 161
2024
Q3 		$5.51M Hold
35,381
– – 0.14% 141
2024
Q2 		$5.52M Hold
35,381
– – 0.15% 138
2024
Q1 		$4.79M Buy
35,381
+548
+2% +$72.6K 0.14% 166
2023
Q4 		$4.69M Buy
34,833
+2,176
+7% +$283K 0.15% 160
2023
Q3 		$4.42M Buy
32,657
+7,143
+28% +$976K 0.16% 154
2023
Q2 		$3.65M Buy
25,514
+978
+4% +$144K 0.13% 165
2023
Q1 		$3.41M Sell
24,536
-268
-1% -$36.1K 0.14% 156
2022
Q4 		$3.36M Sell
24,804
-710
-3% -$89K 0.35% 89
2022
Q3 		$2.8M Hold
25,514
– – 0.13% 165
2022
Q2 		$3.37M Hold
25,514
– – 0.15% 152
2022
Q1 		$3.38M Buy
+25,514
New +$3.06M 0.13% 173
2016
Q2 		– Sell
-5,100
Closed -$287K – 757
2016
Q1 		$287K Hold
5,100
– – 0.03% 579
2015
Q4 		$346K Hold
5,100
– – 0.03% 481
2015
Q3 		$325K Hold
5,100
– – 0.04% 502
2015
Q2 		$325K Hold
5,100
– – 0.03% 548
2015
Q1 		$349K Sell
5,100
-300
-6% -$20.8K 0.04% 527
2014
Q4 		$380K Sell
5,400
-200
-4% -$14.3K 0.04% 486
2014
Q3 		$400K Buy
+5,600
New +$410K 0.05% 424

Other funds holding AZN

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Asset Management
Vanguard Asset Management London, Ec4n 8af $148B AUM

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

Shelton Capital Management sold out of AstraZeneca (AZN) in Q1 2026, closing a stake of 33,281 shares — an estimated $6.12M sold.

Shelton Capital Management first reported a position in AZN in Q3 2014 and held it in 23 quarters. The position peaked at $6.12M in Q4 2025. 1,383 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

  • Shelton Capital Management reported no remaining AstraZeneca position as of Q1 2026 after selling out during the quarter.
  • Shelton Capital Management sold 33,281 AstraZeneca shares in Q1 2026, an estimated $6.12M.
  • Shelton Capital Management first reported a position in AstraZeneca in Q3 2014 and held it in 23 quarters.
  • Shelton Capital Management's AstraZeneca position peaked at $6.12M in Q4 2025.
  • 1,383 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

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