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OAK FAMILY ADVISORS, LLC → AZN
OAK FAMILY ADVISORS, LLC AZN Position History
AstraZeneca PLC • Healthcare
Quarters held
6
Latest value
$12.5M
Q3 2026
Peak value
$13.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $11.1M |
| Q4 2025 | $13.3M |
| Q1 2026 | $13.9M |
| Q1 2026 | $99K |
| Q2 2026 | $13.6M |
| Q3 2026 | $12.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $12.5M | 77.3K | — | — |
| Q2 2026 | $13.6M | 71.7K | — | — |
| Q1 2026 | $99K | 500 | — | — |
| Q1 2026 | $13.9M | 70.5K | — | — |
| Q4 2025 | $13.3M | 144.1K | — | — |
| Q3 2025 | $11.1M | 145.3K | — | — |
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