Position in AZN
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$618,919
-$7,254 QoQ
Shares Held
3,264
+2.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#794
of 1,459 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AZN Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Transamerica Financial Advisors, LLC holds $18,529,171 across 15 Drug Manufacturers - General names. AZN ranks #8 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
5,030 | $6,033,133 | |
| 2 | MRK |
Merck & Co., Inc.
|
16,868 | $2,167,538 | |
| 3 | ABBV |
AbbVie Inc.
|
8,498 | $2,138,436 | |
| 4 | JNJ |
Johnson & Johnson
|
7,490 | $1,902,235 | |
| 5 | GILD |
Gilead Sciences, Inc.
|
14,368 | $1,815,253 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
26,390 | $1,520,591 | |
| 7 | SNY |
Sanofi
|
14,570 | $621,556 | |
| 8 | AZN |
Astrazeneca PLC
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|
3,264 | $618,919 |
All Filings in AZN
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $618,919 | 3,264 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $626,173 | 3,175 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||