McLean Asset Management’s AstraZeneca AZN Stock Holding History

McLean Asset Management’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	$550K	Sell	3,240 -178	-5%	-$33.5K	0.07%	98
2026 Q1	$674K	Buy	3,418 +171	+5%	+$33K	0.12%	79
2025 Q4	$626K	Hold	3,247	–	–	0.11%	84
2025 Q3	$555K	Buy	3,247 +116	+4%	+$17.6K	0.11%	90
2025 Q2	$445K	Sell	3,131 -109	-3%	-$15.3K	0.12%	88
2025 Q1	$420K	Buy	3,240 +58	+2%	+$8.39K	0.14%	84
2024 Q4	$417K	Sell	3,182 -72	-2%	-$10.1K	0.13%	87
2024 Q3	$504K	Sell	3,254 -21	-0.6%	-$3.39K	0.15%	76
2024 Q2	$509K	Buy	3,275 +159	+5%	+$23.9K	0.16%	74
2024 Q1	$426K	Hold	3,116	–	–	0.15%	82
2023 Q4	$426K	Sell	3,116 -17	-0.5%	-$2.21K	0.16%	74
2023 Q3	$426K	Hold	3,133	–	–	0.17%	68
2023 Q2	$448K	Hold	3,133	–	–	0.18%	67
2023 Q1	$435K	Hold	3,133	–	–	0.18%	68
2022 Q4	$425K	Hold	3,133	–	–	0.14%	72
2022 Q3	$347K	Buy	3,133 +268	+9%	+$34K	0.13%	80
2022 Q2	$381K	Buy	+2,865	New	+$376K	0.15%	72

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

McLean Asset Management's AZN Position: Q2 2026 in Review

McLean Asset Management reduced its AstraZeneca (AZN) stake by 5.2% in Q2 2026, selling an estimated $33.5K and leaving 3,240 shares worth $550K. The position accounts for 0.07% of the portfolio, ranked #98.

McLean Asset Management first reported a position in AZN in Q2 2022 and has held it in 17 quarters since. The position peaked at $674K in Q1 2026. 1,504 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

McLean Asset Management held 3,240 shares of AstraZeneca worth $550K as of Q2 2026.
McLean Asset Management sold 178 AstraZeneca shares in Q2 2026, an estimated $33.5K.
AstraZeneca made up 0.07% of McLean Asset Management's portfolio in Q2 2026, its #98 holding.
McLean Asset Management first reported a position in AstraZeneca in Q2 2022 and has held it in 17 quarters since.
McLean Asset Management's AstraZeneca position peaked at $674K in Q1 2026.
1,504 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on McLean Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.