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Trifecta Capital Advisors’s AstraZeneca AZN Stock Holding History

Trifecta 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 		$3.6K Buy
+19
New +$3.57K ﹤0.01% 274
2025
Q3 		– Sell
-20
Closed -$2.73K – 446
2025
Q2 		$2.73K Buy
+20
New +$2.8K ﹤0.01% 313

Other funds holding AZN

EP
Evelyn Partners London $46.9B AUM
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Trifecta Capital Advisors's AZN Position: Q2 2026 in Review

Trifecta Capital Advisors opened a new position in AstraZeneca (AZN) in Q2 2026: 19 shares worth $3.6K. The stake represents ﹤0.01% of the portfolio and ranks #274 among its holdings. This is a return to the name: Trifecta Capital Advisors previously reported a position in AZN as recently as Q2 2025.

Trifecta Capital Advisors first reported a position in AZN in Q2 2025 and has held it in 2 quarters since. 1,504 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Trifecta Capital Advisors held 19 shares of AstraZeneca worth $3.6K as of Q2 2026.
  • AstraZeneca was a new Trifecta Capital Advisors position in Q2 2026.
  • AstraZeneca made up ﹤0.01% of Trifecta Capital Advisors's portfolio in Q2 2026, its #274 holding.
  • Trifecta Capital Advisors first reported a position in AstraZeneca in Q2 2025 and has held it in 2 quarters since.
  • 1,504 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.