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 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

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

South Shore Capital Advisors's AZN Position: Q1 2026 in Review

South Shore Capital Advisors increased its AstraZeneca (AZN) stake by 25% in Q1 2026, buying an estimated $75K and bringing the position to 1,939 shares worth $376K. The position accounts for 0.27% of the portfolio, ranked #82.

South Shore Capital Advisors first reported a position in AZN in Q4 2025 and has held it in 2 quarters since. 1,377 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

South Shore Capital Advisors held 1,939 shares of AstraZeneca worth $376K as of Q1 2026.
South Shore Capital Advisors bought 389 AstraZeneca shares in Q1 2026, an estimated $75K.
AstraZeneca made up 0.27% of South Shore Capital Advisors's portfolio in Q1 2026, its #82 holding.
South Shore Capital Advisors first reported a position in AstraZeneca in Q4 2025 and has held it in 2 quarters since.
1,377 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

Based on South Shore Capital Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.