South Shore Capital Advisors’s AstraZeneca AZN Stock Holding History

South Shore Capital 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	$363K	Hold	1,939	–	–	0.24%	94
2026 Q1	$376K	Buy	1,939 +389	+25%	+$75K	0.27%	82
2025 Q4	$285K	Buy	+1,550	New	+$272K	0.21%	108

Other funds holding AZN

Evelyn Partners London $46.9B AUM

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

Norges Bank Oslo, Norway $1T AUM

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

South Shore Capital Advisors's AZN Position: Q2 2026 in Review

South Shore Capital Advisors held its AstraZeneca (AZN) position steady in Q2 2026 at 1,939 shares worth $363K. The position accounts for 0.24% of the portfolio, ranked #94.

South Shore Capital Advisors first reported a position in AZN in Q4 2025 and has held it in 3 quarters since. The position peaked at $376K in Q1 2026. 1,507 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

South Shore Capital Advisors held 1,939 shares of AstraZeneca worth $363K as of Q2 2026.
South Shore Capital Advisors left its AstraZeneca share count unchanged in Q2 2026.
AstraZeneca made up 0.24% of South Shore Capital Advisors's portfolio in Q2 2026, its #94 holding.
South Shore Capital Advisors first reported a position in AstraZeneca in Q4 2025 and has held it in 3 quarters since.
South Shore Capital Advisors's AstraZeneca position peaked at $376K in Q1 2026.
1,507 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on South Shore Capital Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.