Position in AZN
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,111,362
New position
Shares Held
5,861
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#649
of 1,462 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Circle Wealth Management, LLC holds $132,200,552 across 7 Drug Manufacturers - General names. AZN ranks #4 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
86,137 | $103,315,310 | |
| 2 | MRK |
Merck & Co., Inc.
|
176,636 | $22,697,726 | |
| 3 | JNJ |
Johnson & Johnson
|
11,583 | $2,941,734 | |
| 4 | AZN |
Astrazeneca PLC
This page
|
5,861 | $1,111,362 | |
| 5 | NVS |
Novartis AG
|
5,196 | $814,317 | |
| 6 | ABBV |
AbbVie Inc.
|
3,027 | $761,714 | |
| 7 | AMGN |
Amgen Inc
|
1,542 | $558,389 |
All Filings in AZN
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,111,362 | 5,861 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||