McClarren Financial Advisors’s AstraZeneca AZN Stock Holding History

McClarren Financial 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
2025 Q2	–	Sell	-165	Closed	-$24K	–	101
2025 Q1	$24K	Buy	+165	New	+$23.9K	0.02%	178
2024 Q4	–	Sell	-162	Closed	-$25K	–	210
2024 Q3	$25K	Buy	162 +123	+315%	+$19.9K	﹤0.01%	158
2024 Q2	$25K	Sell	39 -123	-76%	-$18.5K	0.02%	198
2024 Q1	$22K	Buy	162 +3	+2%	+$397	0.02%	210
2023 Q4	$21K	Hold	159	–	–	0.02%	229
2023 Q3	$21K	Buy	+159	New	+$21.7K	0.02%	211
2023 Q2	–	Sell	-159	Closed	-$22K	–	338
2023 Q1	$22K	Buy	159 +2	+1%	+$269	0.02%	200
2022 Q4	$21K	Hold	157	–	–	0.02%	205
2022 Q3	$17K	Buy	+157	New	+$19.9K	0.02%	203
2022 Q2	–	Sell	-156	Closed	-$20K	–	50
2022 Q1	$20K	Buy	156 +2	+1%	+$240	0.01%	175
2021 Q4	$18K	Buy	154 +1	+0.7%	+$118	0.01%	195
2021 Q3	$18K	Buy	153 +1	+0.7%	+$116	0.01%	170
2021 Q2	$18K	Hold	152	–	–	0.01%	186
2021 Q1	$15K	Buy	152 +3	+2%	+$302	0.01%	171
2020 Q4	$14K	Buy	+149	New	+$15.8K	0.01%	152

Other funds holding AZN

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

McClarren Financial Advisors's AZN Position: Q2 2025 in Review

McClarren Financial Advisors sold out of AstraZeneca (AZN) in Q2 2025, closing a stake of 165 shares — an estimated $24K sold.

McClarren Financial Advisors first reported a position in AZN in Q4 2020 and held it in 15 quarters. The position peaked at $25K in Q3 2024. 1,223 funds tracked by Wall St. Rank hold AZN as of Q2 2025.

McClarren Financial Advisors reported no remaining AstraZeneca position as of Q2 2025 after selling out during the quarter.
McClarren Financial Advisors sold 165 AstraZeneca shares in Q2 2025, an estimated $24K.
McClarren Financial Advisors first reported a position in AstraZeneca in Q4 2020 and held it in 15 quarters.
McClarren Financial Advisors's AstraZeneca position peaked at $25K in Q3 2024.
1,223 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2025.

Based on McClarren Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.