Twin Peaks Wealth 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
$233K Buy
1,228
+332
+37% +$62.4K 0.05% 196
2026
Q1
$177K Buy
896
+342
+62% +$65.9K 0.04% 202
2025
Q4
$208K Buy
+554
New +$97.2K 0.06% 177
2025
Q3
Sell
-777
Closed -$117K 347
2025
Q2
$117K Buy
+777
New +$109K 0.04% 215

Other funds holding AZN

Twin Peaks Wealth Advisors's AZN Position: Q2 2026 in Review

Twin Peaks Wealth Advisors increased its AstraZeneca (AZN) stake by 37% in Q2 2026, buying an estimated $62.4K and bringing the position to 1,228 shares worth $233K. The position accounts for 0.05% of the portfolio, ranked #196.

Twin Peaks Wealth Advisors first reported a position in AZN in Q2 2025 and has held it in 4 quarters since. 1,504 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Twin Peaks Wealth Advisors held 1,228 shares of AstraZeneca worth $233K as of Q2 2026.
  • Twin Peaks Wealth Advisors bought 332 AstraZeneca shares in Q2 2026, an estimated $62.4K.
  • AstraZeneca made up 0.05% of Twin Peaks Wealth Advisors's portfolio in Q2 2026, its #196 holding.
  • Twin Peaks Wealth Advisors first reported a position in AstraZeneca in Q2 2025 and has held it in 4 quarters since.
  • 1,504 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.