Position in AZN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$22,608,961
-$926,484 QoQ
Shares Held
119,233
-0.1% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#222
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, 2026Waverly Advisors, LLC holds $406,112,967 across 14 Drug Manufacturers - General names. AZN ranks #5 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
97,676 | $117,155,534 | |
| 2 | ABBV |
AbbVie Inc.
|
322,558 | $81,168,495 | |
| 3 | JNJ |
Johnson & Johnson
|
314,877 | $79,969,311 | |
| 4 | MRK |
Merck & Co., Inc.
|
260,499 | $33,474,121 | |
| 5 | AZN |
Astrazeneca PLC
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|
119,233 | $22,608,961 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
349,560 | $20,141,647 | |
| 7 | GSK |
GSK plc
|
290,593 | $15,232,885 | |
| 8 | AMGN |
Amgen Inc
|
41,925 | $15,181,881 |
All Filings in AZN
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,608,961 | 119,233 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $23,535,445 | 119,336 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||