Position in AZN
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$3,580,973
-$572,677 QoQ
Shares Held
18,885
-10.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#439
of 1,459 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in AZN Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026GeoWealth Management, LLC holds $25,513,723 across 13 Drug Manufacturers - General names. AZN ranks #3 (14.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
4,153 | $4,981,233 | |
| 2 | ABBV |
AbbVie Inc.
|
14,601 | $3,674,195 | |
| 3 | AZN |
Astrazeneca PLC
This page
|
18,885 | $3,580,973 | |
| 4 | JNJ |
Johnson & Johnson
|
13,367 | $3,394,816 | |
| 5 | NVS |
Novartis AG
|
12,284 | $1,925,148 | |
| 6 | NVO |
Novo Nordisk A S
|
38,770 | $1,858,633 | |
| 7 | MRK |
Merck & Co., Inc.
|
11,907 | $1,530,049 | |
| 8 | AMGN |
Amgen Inc
|
2,746 | $994,381 |
All Filings in AZN
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,580,973 | 18,885 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $4,153,650 | 21,061 | Shares | Other | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||