Pin Oak Investment 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
Q1
$20K Buy
+103
New +$19.9K 0.01% 308
2025
Q4
Sell
-38
Closed -$5.75K 496
2025
Q3
$5.75K Sell
38
-39
-51% -$5.9K ﹤0.01% 417
2025
Q2
$11K Hold
77
0.01% 320
2025
Q1
$11K Buy
77
+37
+93% +$5.35K 0.01% 315
2024
Q4
$6K Hold
40
0.01% 370
2024
Q3
$6K Hold
40
0.01% 369
2024
Q2
$6K Sell
40
-185
-82% -$27.8K 0.01% 363
2024
Q1
$30K Hold
225
0.03% 222
2023
Q4
$30K Buy
225
+185
+463% +$24.1K 0.03% 218
2023
Q3
$5K Hold
40
0.01% 371
2023
Q2
$6K Buy
+40
New +$5.88K 0.01% 351
2020
Q4
Sell
-50
Closed -$5K 417
2020
Q3
$5K Buy
+50
New +$5.56K ﹤0.01% 350
2020
Q1
Sell
-140
Closed -$14K 401
2019
Q4
$14K Hold
140
0.01% 289
2019
Q3
$12K Hold
140
0.01% 306
2019
Q2
$12K Buy
+140
New +$11K 0.01% 327
2018
Q4
Sell
-155
Closed -$12K 429
2018
Q3
$12K Sell
155
-102
-40% -$7.71K 0.01% 300
2018
Q2
$18K Sell
257
-46
-15% -$3.31K 0.01% 275
2018
Q1
$21K Sell
303
-48
-14% -$3.33K 0.02% 263
2017
Q4
$24K Buy
+351
New +$23.7K 0.02% 259

Other funds holding AZN

Pin Oak Investment Advisors's AZN Position: Q1 2026 in Review

Pin Oak Investment Advisors opened a new position in AstraZeneca (AZN) in Q1 2026: 103 shares worth $20K. The stake represents 0.01% of the portfolio and ranks #308 among its holdings. This is a return to the name: Pin Oak Investment Advisors previously reported a position in AZN as recently as Q3 2025.

Pin Oak Investment Advisors first reported a position in AZN in Q4 2017 and has held it in 19 quarters since. The position peaked at $30K in Q1 2024. 1,377 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

  • Pin Oak Investment Advisors held 103 shares of AstraZeneca worth $20K as of Q1 2026.
  • AstraZeneca was a new Pin Oak Investment Advisors position in Q1 2026.
  • AstraZeneca made up 0.01% of Pin Oak Investment Advisors's portfolio in Q1 2026, its #308 holding.
  • Pin Oak Investment Advisors first reported a position in AstraZeneca in Q4 2017 and has held it in 19 quarters since.
  • Pin Oak Investment Advisors's AstraZeneca position peaked at $30K in Q1 2024.
  • 1,377 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

Based on Pin Oak Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.