Claro Advisors’s AstraZeneca AZN Stock Holding History

Claro 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	$238K	Buy	+1,204	New	+$232K	0.03%	434
2024 Q4	–	Sell	-1,494	Closed	-$233K	–	493
2024 Q3	$233K	Buy	+1,494	New	+$241K	0.03%	447
2023 Q3	–	Sell	-1,404	Closed	-$201K	–	373
2023 Q2	$201K	Buy	+1,404	New	+$207K	0.05%	349
2019 Q1	–	Sell	-654	Closed	-$52K	–	214
2018 Q4	$52K	Buy	+654	New	+$51.1K	0.04%	327

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

Claro Advisors's AZN Position: Q1 2026 in Review

Claro Advisors opened a new position in AstraZeneca (AZN) in Q1 2026: 1,204 shares worth $238K. The stake represents 0.03% of the portfolio and ranks #434 among its holdings. This is a return to the name: Claro Advisors previously reported a position in AZN as recently as Q3 2024.

Claro Advisors first reported a position in AZN in Q4 2018 and has held it in 4 quarters since. 1,377 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

Claro Advisors held 1,204 shares of AstraZeneca worth $238K as of Q1 2026.
AstraZeneca was a new Claro Advisors position in Q1 2026.
AstraZeneca made up 0.03% of Claro Advisors's portfolio in Q1 2026, its #434 holding.
Claro Advisors first reported a position in AstraZeneca in Q4 2018 and has held it in 4 quarters since.
1,377 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.