Position in AZN
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$689,647
+$27,777 QoQ
Shares Held
3,637
+8.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#760
of 1,462 holders
Holding Since
Mar 2026
2 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, 2026One Wealth Advisors, LLC holds $6,025,804 across 9 Drug Manufacturers - General names. AZN ranks #5 (11.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GILD |
Gilead Sciences, Inc.
|
8,621 | $1,089,177 | |
| 2 | JNJ |
Johnson & Johnson
|
4,046 | $1,027,562 | |
| 3 | NVS |
Novartis AG
|
5,053 | $791,906 | |
| 4 | LLY |
ELI LILLY & Co
|
654 | $784,427 | |
| 5 | AZN |
Astrazeneca PLC
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|
3,637 | $689,647 | |
| 6 | ABBV |
AbbVie Inc.
|
2,596 | $653,257 | |
| 7 | BIIB |
Biogen Inc.
|
1,599 | $345,479 | |
| 8 | PFE |
Pfizer Inc
|
13,732 | $330,666 |
All Filings in AZN
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $689,647 | 3,637 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $661,870 | 3,356 | Shares | Sole | 2026-04-21 | |
| No filing history on record for this holder in this stock. | ||||||