Position in AZN
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$1,717,388
-$91,711 QoQ
Shares Held
9,057
-1.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#557
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, 2026Dynamic Advisor Solutions LLC holds $71,917,812 across 12 Drug Manufacturers - General names. AZN ranks #8 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
12,708 | $15,242,357 | |
| 2 | ABBV |
AbbVie Inc.
|
58,816 | $14,800,458 | |
| 3 | JNJ |
Johnson & Johnson
|
39,490 | $10,029,275 | |
| 4 | MRK |
Merck & Co., Inc.
|
64,313 | $8,264,220 | |
| 5 | GILD |
Gilead Sciences, Inc.
|
61,991 | $7,831,942 | |
| 6 | AMGN |
Amgen Inc
|
20,237 | $7,328,222 | |
| 7 | NVS |
Novartis AG
|
17,912 | $2,807,168 | |
| 8 | AZN |
Astrazeneca PLC
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|
9,057 | $1,717,388 |
All Filings in AZN
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,717,388 | 9,057 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $1,809,099 | 9,173 | Shares | Sole | 2026-04-08 | |
| No filing history on record for this holder in this stock. | ||||||