Holistic Financial Partners

Position in AZN — Astrazeneca PLC

CIK 1729304 INDIANAPOLIS, IN

Position in AZN

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$384,170

-$1,592 QoQ

Shares Held

2,026

+3.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.54%

of 13F equity value

Holder Rank

#952

of 1,459 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Holistic Financial Partners holds $24,962,944 across 5 Drug Manufacturers - General names. AZN ranks #4 (1.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co	19,363	$23,224,565
2	JNJ	Johnson & Johnson	2,981	$757,084
3	ABBV	AbbVie Inc.	1,561	$392,810
4	AZN	Astrazeneca PLC This page	2,026	$384,170
5	MRK	Merck & Co., Inc.	1,590	$204,315

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$384,170	2,026	+3.6%	Shares	Sole	2026-07-23
2026-03-31	$385,762	1,956	—	Shares	Sole	2026-05-05
No filing history on record for this holder in this stock.