Position in AZN
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,109,143
+$34,981 QoQ
Shares Held
11,123
+5.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#518
of 1,459 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 16%
Shared 0%
None 84%
Common Shares in AZN Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $24,607,939 across 14 Drug Manufacturers - General names. AZN ranks #5 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
4,041 | $4,846,897 | |
| 2 | JNJ |
Johnson & Johnson
|
14,929 | $3,791,518 | |
| 3 | MRK |
Merck & Co., Inc.
|
24,511 | $3,149,663 | |
| 4 | NVS |
Novartis AG
|
13,900 | $2,178,408 | |
| 5 | AZN |
Astrazeneca PLC
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|
11,123 | $2,109,143 | |
| 6 | ABBV |
AbbVie Inc.
|
7,480 | $1,882,267 | |
| 7 | PFE |
Pfizer Inc
|
66,535 | $1,602,162 | |
| 8 | AMGN |
Amgen Inc
|
3,219 | $1,165,664 |
All Filings in AZN
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,109,143 | 11,123 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,074,162 | 10,517 | Shares | Sole | 2026-04-30 | |
| No filing history on record for this holder in this stock. | ||||||