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 Q3	$201K	Buy	1,247 +62	+5%	+$10.3K	0.02%	513
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

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Vanguard Asset Management London, Ec4n 8af $162B AUM

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM

Claro Advisors's AZN Position: Q3 2026 in Review

Claro Advisors increased its AstraZeneca (AZN) stake by 5.2% in Q3 2026, buying an estimated $10.3K and bringing the position to 1,247 shares worth $201K. The position accounts for 0.02% of the portfolio, ranked #513.

Claro Advisors first reported a position in AZN in Q4 2018 and has held it in 6 quarters since. The position peaked at $238K in Q1 2026. 1,222 funds tracked by Wall St. Rank hold AZN as of Q3 2026.

Claro Advisors held 1,247 shares of AstraZeneca worth $201K as of Q3 2026.
Claro Advisors bought 62 AstraZeneca shares in Q3 2026, an estimated $10.3K.
AstraZeneca made up 0.02% of Claro Advisors's portfolio in Q3 2026, its #513 holding.
Claro Advisors first reported a position in AstraZeneca in Q4 2018 and has held it in 6 quarters since.
Claro Advisors's AstraZeneca position peaked at $238K in Q1 2026.
1,222 funds tracked by Wall St. Rank held AstraZeneca as of Q3 2026.

Based on Claro Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.