Position in AZN
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$2,296,677
-$58,721 QoQ
Shares Held
12,112
+1.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#499
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, 2026Wealthcare Advisory Partners LLC holds $56,868,613 across 12 Drug Manufacturers - General names. AZN ranks #8 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
50,422 | $12,688,192 | |
| 2 | LLY |
ELI LILLY & Co
|
10,304 | $12,358,927 | |
| 3 | JNJ |
Johnson & Johnson
|
37,978 | $9,645,272 | |
| 4 | AMGN |
Amgen Inc
|
15,360 | $5,562,163 | |
| 5 | MRK |
Merck & Co., Inc.
|
34,872 | $4,481,052 | |
| 6 | PFE |
Pfizer Inc
|
147,571 | $3,553,509 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
19,347 | $2,444,299 | |
| 8 | AZN |
Astrazeneca PLC
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|
12,112 | $2,296,677 |
All Filings in AZN
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,296,677 | 12,112 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $2,355,398 | 11,943 | Shares | Sole | 2026-04-14 | |
| No filing history on record for this holder in this stock. | ||||||