Position in AZN
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$13,271,314
+$480,020 QoQ
Shares Held
69,989
+7.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#272
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, 2026Atria Investments, Inc holds $241,408,936 across 16 Drug Manufacturers - General names. AZN ranks #6 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
234,831 | $59,640,029 | |
| 2 | LLY |
ELI LILLY & Co
|
34,121 | $40,925,754 | |
| 3 | ABBV |
AbbVie Inc.
|
154,317 | $38,832,329 | |
| 4 | MRK |
Merck & Co., Inc.
|
190,293 | $24,452,650 | |
| 5 | AMGN |
Amgen Inc
|
43,724 | $15,833,334 | |
| 6 | AZN |
Astrazeneca PLC
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|
69,989 | $13,271,314 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
76,216 | $9,629,129 | |
| 8 | NVS |
Novartis AG
|
60,245 | $9,441,596 |
All Filings in AZN
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,271,314 | 69,989 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $12,791,294 | 64,858 | Shares | Sole | 2026-05-05 | |
| No filing history on record for this holder in this stock. | ||||||