Position in AZN
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$871,114
+$56,596 QoQ
Shares Held
4,594
+11.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#698
of 1,459 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AZN Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $62,126,199 across 15 Drug Manufacturers - General names. AZN ranks #8 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
22,302 | $26,749,690 | |
| 2 | JNJ |
Johnson & Johnson
|
49,143 | $12,480,847 | |
| 3 | ABBV |
AbbVie Inc.
|
32,220 | $8,107,840 | |
| 4 | MRK |
Merck & Co., Inc.
|
29,226 | $3,755,541 | |
| 5 | BMY |
Bristol Myers Squibb Co
|
56,350 | $3,246,887 | |
| 6 | PFE |
Pfizer Inc
|
90,498 | $2,179,191 | |
| 7 | AMGN |
Amgen Inc
|
3,654 | $1,323,186 | |
| 8 | AZN |
Astrazeneca PLC
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|
4,594 | $871,114 |
All Filings in AZN
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $871,114 | 4,594 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $814,518 | 4,130 | Shares | Sole | 2026-04-27 | |
| No filing history on record for this holder in this stock. | ||||||