Position in AZN
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$7,346,826
-$1,570,870 QoQ
Shares Held
38,745
-14.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#337
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, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $156,714,234 across 14 Drug Manufacturers - General names. AZN ranks #8 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
42,067 | $50,456,426 | |
| 2 | JNJ |
Johnson & Johnson
|
94,695 | $24,049,689 | |
| 3 | ABBV |
AbbVie Inc.
|
92,097 | $23,175,289 | |
| 4 | MRK |
Merck & Co., Inc.
|
145,564 | $18,704,974 | |
| 5 | AMGN |
Amgen Inc
|
25,505 | $9,235,870 | |
| 6 | PFE |
Pfizer Inc
|
316,786 | $7,628,206 | |
| 7 | NVS |
Novartis AG
|
47,580 | $7,456,737 | |
| 8 | AZN |
Astrazeneca PLC
This page
|
38,745 | $7,346,826 |
All Filings in AZN
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,346,826 | 38,745 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $8,917,696 | 45,217 | Shares | Sole | 2026-04-27 | |
| No filing history on record for this holder in this stock. | ||||||