Clear Investment Research’s AstraZeneca AZN Stock Holding History

Clear Investment Research’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	–	Sell	-140	Closed	-$27.6K	–	71
2026 Q1	$27.6K	Buy	+140	New	+$27K	0.04%	137
2025 Q4	–	Sell	-140	Closed	-$21.5K	–	67
2025 Q3	$21.5K	Hold	140	–	–	0.03%	157
2025 Q2	$19.6K	Hold	140	–	–	0.02%	147
2025 Q1	$20.6K	Hold	140	–	–	0.03%	140
2024 Q4	$18.3K	Hold	140	–	–	0.02%	143
2024 Q3	$21.8K	Hold	140	–	–	0.03%	139
2024 Q2	$21.8K	Hold	140	–	–	0.03%	131
2024 Q1	$19K	Hold	140	–	–	0.03%	139
2023 Q4	$18.9K	Hold	140	–	–	0.03%	151
2023 Q3	$19K	Hold	140	–	–	0.03%	113
2023 Q2	$20K	Hold	140	–	–	0.03%	116
2023 Q1	$19.4K	Hold	140	–	–	0.03%	113
2022 Q4	$19K	Hold	140	–	–	0.04%	107
2022 Q3	$15K	Buy	+140	New	+$17.8K	0.03%	109

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

Clear Investment Research's AZN Position: Q2 2026 in Review

Clear Investment Research sold out of AstraZeneca (AZN) in Q2 2026, closing a stake of 140 shares — an estimated $27.6K sold.

Clear Investment Research first reported a position in AZN in Q3 2022 and held it in 14 quarters. The position peaked at $27.6K in Q1 2026. 1,498 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Clear Investment Research reported no remaining AstraZeneca position as of Q2 2026 after selling out during the quarter.
Clear Investment Research sold 140 AstraZeneca shares in Q2 2026, an estimated $27.6K.
Clear Investment Research first reported a position in AstraZeneca in Q3 2022 and held it in 14 quarters.
Clear Investment Research's AstraZeneca position peaked at $27.6K in Q1 2026.
1,498 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Clear Investment Research's 13F filing for Q2 2026, filed 11 Aug 2026.