Atlas Capital Advisors’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $564K | Buy |
2,976
+571
| +24% | +$107K | 0.06% | 256 |
|
|
2026
Q1 | $474K | Buy |
2,405
+388
| +19% | +$74.8K | 0.05% | 268 |
|
|
2025
Q4 | $371K | Buy |
+2,017
| New | +$354K | 0.04% | 314 |
|
|
2025
Q2 | $275K | Sell |
1,970
-150
| -7% | -$21K | 0.03% | 348 |
|
|
2025
Q1 | $312K | Buy |
2,120
+71
| +3% | +$10.3K | 0.04% | 330 |
|
|
2024
Q4 | $269K | Sell |
2,049
-706
| -26% | -$98.8K | 0.03% | 341 |
|
|
2024
Q3 | $429K | Buy |
2,755
+150
| +6% | +$24.2K | 0.07% | 253 |
|
|
2024
Q2 | $406K | Sell |
2,605
-248
| -9% | -$37.3K | 0.05% | 266 |
|
|
2024
Q1 | $387K | Sell |
2,853
-1,344
| -32% | -$178K | 0.06% | 262 |
|
|
2023
Q4 | $565K | Sell |
4,197
-272
| -6% | -$35.4K | 0.08% | 199 |
|
|
2023
Q3 | $605K | Sell |
4,469
-134
| -3% | -$18.3K | 0.1% | 161 |
|
|
2023
Q2 | $659K | Sell |
4,603
-65
| -1% | -$9.56K | 0.1% | 153 |
|
|
2023
Q1 | $648K | Hold |
4,668
| – | – | 0.1% | 150 |
|
|
2022
Q4 | $633K | Sell |
4,668
-1,954
| -30% | -$245K | 0.11% | 158 |
|
|
2022
Q3 | $726K | Hold |
6,622
| – | – | 0.13% | 127 |
|
|
2022
Q2 | $875K | Hold |
6,622
| – | – | 0.15% | 113 |
|
|
2022
Q1 | $879K | Buy |
6,622
+127
| +2% | +$15.2K | 0.14% | 133 |
|
|
2021
Q4 | $757K | Buy |
6,495
+212
| +3% | +$24.9K | 0.11% | 153 |
|
|
2021
Q3 | $755K | Buy |
6,283
+437
| +7% | +$50.9K | 0.12% | 138 |
|
|
2021
Q2 | $700K | Hold |
5,846
| – | – | 0.12% | 162 |
|
|
2021
Q1 | $581K | Sell |
5,846
-287
| -5% | -$28.9K | 0.11% | 174 |
|
|
2020
Q4 | $613K | Sell |
6,133
-1,142
| -16% | -$121K | 0.13% | 153 |
|
|
2020
Q3 | $797K | Sell |
7,275
-656
| -8% | -$73K | 0.19% | 122 |
|
|
2020
Q2 | $839K | Sell |
7,931
-258
| -3% | -$26.6K | 0.2% | 113 |
|
|
2020
Q1 | $731K | Sell |
8,189
-205
| -2% | -$19.3K | 0.22% | 111 |
|
|
2019
Q4 | $837K | Sell |
8,394
-2,326
| -22% | -$219K | 0.21% | 124 |
|
|
2019
Q3 | $956K | Buy |
10,720
+328
| +3% | +$28.4K | 0.29% | 99 |
|
|
2019
Q2 | $858K | Buy |
10,392
+280
| +3% | +$22K | 0.28% | 99 |
|
|
2019
Q1 | $818K | Hold |
10,112
| – | – | 0.3% | 96 |
|
|
2018
Q4 | $768K | Sell |
10,112
-3,819
| -27% | -$298K | 0.31% | 88 |
|
|
2018
Q3 | $1.12M | Sell |
13,931
-3,284
| -19% | -$248K | 0.37% | 75 |
|
|
2018
Q2 | $1.28M | Buy |
+17,215
| New | +$1.24M | 0.45% | 56 |
|
Other funds holding AZN
EP
IA
Atlas Capital Advisors's AZN Position: Q2 2026 in Review
Atlas Capital Advisors increased its AstraZeneca (AZN) stake by 24% in Q2 2026, buying an estimated $107K and bringing the position to 2,976 shares worth $564K. The position accounts for 0.06% of the portfolio, ranked #256.
Atlas Capital Advisors first reported a position in AZN in Q2 2018 and has held it in 32 quarters since. The position peaked at $1.28M in Q2 2018. 1,504 funds tracked by Wall St. Rank hold AZN as of Q2 2026.
- Atlas Capital Advisors held 2,976 shares of AstraZeneca worth $564K as of Q2 2026.
- Atlas Capital Advisors bought 571 AstraZeneca shares in Q2 2026, an estimated $107K.
- AstraZeneca made up 0.06% of Atlas Capital Advisors's portfolio in Q2 2026, its #256 holding.
- Atlas Capital Advisors first reported a position in AstraZeneca in Q2 2018 and has held it in 32 quarters since.
- Atlas Capital Advisors's AstraZeneca position peaked at $1.28M in Q2 2018.
- 1,504 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.
Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.