Position in AZN
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,979,365
-$496,345 QoQ
Shares Held
20,986
-7.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#421
of 1,459 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, 2026Dynasty Wealth Management, LLC holds $19,873,060 across 10 Drug Manufacturers - General names. AZN ranks #2 (20.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
20,177 | $5,077,340 | |
| 2 | AZN |
Astrazeneca PLC
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|
20,986 | $3,979,365 | |
| 3 | LLY |
ELI LILLY & Co
|
3,240 | $3,886,153 | |
| 4 | NVS |
Novartis AG
|
11,695 | $1,832,840 | |
| 5 | MRK |
Merck & Co., Inc.
|
10,391 | $1,335,243 | |
| 6 | JNJ |
Johnson & Johnson
|
4,187 | $1,063,372 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
7,916 | $1,000,107 | |
| 8 | GSK |
GSK plc
|
12,407 | $650,374 |
All Filings in AZN
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,979,365 | 20,986 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $4,475,710 | 22,694 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||