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 Q2	$225K	Sell	1,185 -19	-2%	-$3.57K	0.02%	485
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

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

Claro Advisors's AZN Position: Q2 2026 in Review

Claro Advisors reduced its AstraZeneca (AZN) stake by 1.6% in Q2 2026, selling an estimated $3.57K and leaving 1,185 shares worth $225K. The position accounts for 0.02% of the portfolio, ranked #485.

Claro Advisors first reported a position in AZN in Q4 2018 and has held it in 5 quarters since. The position peaked at $238K in Q1 2026. 1,503 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Claro Advisors held 1,185 shares of AstraZeneca worth $225K as of Q2 2026.
Claro Advisors sold 19 AstraZeneca shares in Q2 2026, an estimated $3.57K.
AstraZeneca made up 0.02% of Claro Advisors's portfolio in Q2 2026, its #485 holding.
Claro Advisors first reported a position in AstraZeneca in Q4 2018 and has held it in 5 quarters since.
Claro Advisors's AstraZeneca position peaked at $238K in Q1 2026.
1,503 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

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