Position in AZN
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$20,504,179
-$159,743 QoQ
Shares Held
108,133
+3.2% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#230
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, 2026Gradient Investments LLC holds $135,016,826 across 9 Drug Manufacturers - General names. AZN ranks #3 (15.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
152,831 | $38,814,489 | |
| 2 | LLY |
ELI LILLY & Co
|
27,342 | $32,794,817 | |
| 3 | AZN |
Astrazeneca PLC
This page
|
108,133 | $20,504,179 | |
| 4 | ABBV |
AbbVie Inc.
|
77,648 | $19,539,342 | |
| 5 | AMGN |
Amgen Inc
|
45,254 | $16,387,378 | |
| 6 | NVS |
Novartis AG
|
37,294 | $5,844,715 | |
| 7 | MRK |
Merck & Co., Inc.
|
3,723 | $478,405 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
5,854 | $337,307 |
All Filings in AZN
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,504,179 | 108,133 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $20,663,922 | 104,776 | Shares | Sole | 2026-04-13 | |
| No filing history on record for this holder in this stock. | ||||||