Position in AZN
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$396,116
-$15,876 QoQ
Shares Held
2,089
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#940
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, 2026Clearstead Trust, LLC holds $22,171,356 across 14 Drug Manufacturers - General names. AZN ranks #6 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
6,741 | $8,085,358 | |
| 2 | JNJ |
Johnson & Johnson
|
25,970 | $6,595,600 | |
| 3 | ABBV |
AbbVie Inc.
|
13,194 | $3,320,138 | |
| 4 | MRK |
Merck & Co., Inc.
|
19,379 | $2,490,201 | |
| 5 | PFE |
Pfizer Inc
|
23,084 | $555,862 | |
| 6 | AZN |
Astrazeneca PLC
This page
|
2,089 | $396,116 | |
| 7 | NVO |
Novo Nordisk A S
|
6,678 | $320,143 | |
| 8 | AMGN |
Amgen Inc
|
305 | $110,446 |
All Filings in AZN
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $396,116 | 2,089 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $411,992 | 2,089 | Shares | Sole | 2026-05-06 | |
| No filing history on record for this holder in this stock. | ||||||