Position in AZN
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$46,077
+$1,703 QoQ
Shares Held
243
+8.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,289
of 1,459 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AZN Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026RAFFA WEALTH MANAGEMENT, LLC holds $1,887,983 across 15 Drug Manufacturers - General names. AZN ranks #8 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
420 | $503,760 | |
| 2 | JNJ |
Johnson & Johnson
|
1,440 | $365,716 | |
| 3 | ABBV |
AbbVie Inc.
|
1,432 | $360,348 | |
| 4 | MRK |
Merck & Co., Inc.
|
1,691 | $217,293 | |
| 5 | AMGN |
Amgen Inc
|
553 | $200,252 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
1,069 | $61,595 | |
| 7 | NVS |
Novartis AG
|
319 | $49,993 | |
| 8 | AZN |
Astrazeneca PLC
This page
|
243 | $46,077 |
All Filings in AZN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $46,077 | 243 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $44,374 | 225 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $82,920 | 451 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $64,137 | 418 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $52,969 | 379 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $64,827 | 441 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $71,285 | 544 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $72,300 | 464 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $72,374 | 464 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $62,872 | 464 | Shares | Sole | 2026-07-27 | |
| 2023-12-31 | $64,790 | 481 | Shares | Sole | 2026-07-27 | |
| 2023-09-30 | $65,146 | 481 | Shares | Sole | 2026-07-27 | |
| 2023-06-30 | $52,532 | 367 | Shares | Sole | 2026-07-27 | |
| 2023-03-31 | $50,946 | 367 | Shares | Sole | 2026-07-27 | |
| 2022-12-31 | $49,765 | 367 | Shares | Sole | 2026-07-27 | |
| 2022-09-30 | $45,517 | 415 | Shares | Sole | 2026-07-27 | |
| 2022-06-30 | $55,366 | 419 | Shares | Sole | 2026-07-27 | |
| 2022-03-31 | $55,062 | 415 | Shares | Sole | 2026-07-27 | |
| 2021-12-31 | $62,910 | 540 | Shares | Sole | 2026-07-27 | |
| 2021-09-30 | $75,915 | 632 | Shares | Sole | 2026-07-27 | |
| 2021-06-30 | $66,489 | 555 | Shares | Sole | 2026-07-27 | |
| 2021-03-31 | $52,603 | 529 | Shares | Sole | 2026-07-27 | |
| 2020-12-31 | $47,290 | 473 | Shares | Sole | 2026-07-27 | |
| 2020-09-30 | $48,443 | 442 | Shares | Sole | 2026-07-27 | |
| 2020-06-30 | $43,158 | 408 | Shares | Sole | 2026-07-27 | |
| 2020-03-31 | $32,959 | 369 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||