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Clearstead Advisors’s AstraZeneca AZN Stock Holding History

Clearstead 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 		$1.92M Buy
10,161
+5,778
+132% +$1.09M 0.02% 390
2026
Q1 		$860K Sell
4,383
-656
-13% -$126K 0.01% 567
2025
Q4 		$927K Sell
5,039
-21
-0.4% -$3.68K 0.01% 500
2025
Q3 		$776K Buy
5,060
+295
+6% +$44.6K 0.01% 515
2025
Q2 		$666K Buy
4,765
+644
+16% +$90.3K 0.01% 532
2025
Q1 		$606K Sell
4,121
-710
-15% -$103K 0.01% 531
2024
Q4 		$633K Sell
4,831
-263
-5% -$36.8K 0.01% 514
2024
Q3 		$794K Sell
5,094
-155
-3% -$25K 0.01% 470
2024
Q2 		$819K Buy
5,249
+4,584
+689% +$690K 0.01% 431
2024
Q1 		$103K Buy
665
+10
+2% +$1.32K 0.01% 605
2023
Q4 		$88.2K Buy
655
+50
+8% +$6.5K ﹤0.01% 614
2023
Q3 		$81.9K Buy
605
+81
+15% +$11.1K 0.01% 598
2023
Q2 		$74.9K Sell
524
-25
-5% -$3.68K ﹤0.01% 638
2023
Q1 		$76.1K Buy
549
+227
+70% +$30.5K 0.01% 564
2022
Q4 		$43.6K Hold
322
– – ﹤0.01% 646
2022
Q3 		$35K Sell
322
-243
-43% -$30.8K ﹤0.01% 674
2022
Q2 		$75K Sell
565
-241
-30% -$31.6K 0.01% 540
2022
Q1 		$107K Buy
806
+244
+43% +$29.3K 0.01% 534
2021
Q4 		$65K Sell
562
-700
-55% -$82.4K ﹤0.01% 613
2021
Q3 		$152K Buy
1,262
+997
+376% +$116K 0.01% 410
2021
Q2 		$32K Buy
265
+240
+960% +$26.3K ﹤0.01% 629
2021
Q1 		$2K Buy
+25
New +$2.51K ﹤0.01% 950

Other funds holding AZN

EP
Evelyn Partners London $46.9B AUM
IA
Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Clearstead Advisors's AZN Position: Q2 2026 in Review

Clearstead Advisors increased its AstraZeneca (AZN) stake by 132% in Q2 2026, buying an estimated $1.09M and bringing the position to 10,161 shares worth $1.92M. The position accounts for 0.02% of the portfolio, ranked #390.

Clearstead Advisors first reported a position in AZN in Q1 2021 and has held it in 22 quarters since. 1,502 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Clearstead Advisors held 10,161 shares of AstraZeneca worth $1.92M as of Q2 2026.
  • Clearstead Advisors bought 5,778 AstraZeneca shares in Q2 2026, an estimated $1.09M.
  • AstraZeneca made up 0.02% of Clearstead Advisors's portfolio in Q2 2026, its #390 holding.
  • Clearstead Advisors first reported a position in AstraZeneca in Q1 2021 and has held it in 22 quarters since.
  • 1,502 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.