U.S. Capital 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
Q1
$1.68M Buy
8,532
+82
+1% +$15.8K 0.04% 387
2025
Q4
$1.55M Buy
8,450
+184
+2% +$32.3K 0.04% 388
2025
Q3
$1.27M Buy
8,266
+135
+2% +$20.4K 0.03% 426
2025
Q2
$1.14M Buy
8,131
+389
+5% +$54.5K 0.03% 404
2025
Q1
$1.14M Buy
7,742
+5,275
+214% +$763K 0.03% 400
2024
Q4
$323K Buy
2,467
+504
+26% +$70.6K 0.01% 666
2024
Q3
$306K Sell
1,963
-453
-19% -$73.1K 0.01% 582
2024
Q2
$377K Buy
2,416
+109
+5% +$16.4K 0.01% 515
2024
Q1
$313K Sell
2,307
-462
-17% -$61.2K 0.01% 559
2023
Q4
$373K Buy
2,769
+904
+48% +$118K 0.01% 508
2023
Q3
$253K Sell
1,865
-437
-19% -$59.7K 0.01% 553
2023
Q2
$330K Buy
2,302
+43
+2% +$6.33K 0.02% 514
2023
Q1
$314K Buy
2,259
+1,407
+165% +$189K 0.01% 525
2022
Q4
$115K Buy
+852
New +$107K 0.01% 714

Other funds holding AZN

U.S. Capital Wealth Advisors's AZN Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its AstraZeneca (AZN) stake by 0.97% in Q1 2026, buying an estimated $15.8K and bringing the position to 8,532 shares worth $1.68M. The position accounts for 0.04% of the portfolio, ranked #387.

U.S. Capital Wealth Advisors first reported a position in AZN in Q4 2022 and has held it in 14 quarters since. 1,377 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

  • U.S. Capital Wealth Advisors held 8,532 shares of AstraZeneca worth $1.68M as of Q1 2026.
  • U.S. Capital Wealth Advisors bought 82 AstraZeneca shares in Q1 2026, an estimated $15.8K.
  • AstraZeneca made up 0.04% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #387 holding.
  • U.S. Capital Wealth Advisors first reported a position in AstraZeneca in Q4 2022 and has held it in 14 quarters since.
  • 1,377 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.