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AstraZeneca shares owned by Kapstone Financial Advisors

Quarter-by-quarter ownership of AstraZeneca shares owned by Kapstone Financial Advisors from 13F filings

Historical chart of Kapstone Financial Advisors investment in AstraZeneca

Tip: Access up to 7 years of quarterly data

All positions including AstraZeneca held by Kapstone Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in AstraZeneca by Kapstone Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $218k 2.4k 91.93
2024-09-30 $203k 2.6k 77.62
2024-06-30 $204k 2.6k 77.99

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Top funds holding AstraZeneca

PRIMECAP Management Company
Wellington Management Company
FMR
Fisher Investments
Franklin Resources
Capital Research and Management Company - Division 3
Goldman Sachs Group
Sanders Capital
Atlantic Trust
Dimensional Fund Advisors
BlackRock
Ameriprise Financial
Arrowstreet Capital, Limited Partnership
Citadel Advisors
Neuberger Berman Group

View all funds holding AstraZeneca