Position in AZN
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,749,434
-$39,548 QoQ
Shares Held
9,226
+1.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#555
of 1,462 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, 2026Monte Financial Group, LLC holds $28,595,491 across 7 Drug Manufacturers - General names. AZN ranks #5 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
33,979 | $8,629,646 | |
| 2 | NVS |
Novartis AG
|
44,535 | $6,979,525 | |
| 3 | MRK |
Merck & Co., Inc.
|
51,508 | $6,618,778 | |
| 4 | PFE |
Pfizer Inc
|
173,412 | $4,175,760 | |
| 5 | AZN |
Astrazeneca PLC
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|
9,226 | $1,749,434 | |
| 6 | NVO |
Novo Nordisk A S
|
4,982 | $238,837 | |
| 7 | AMGN |
Amgen Inc
|
562 | $203,511 |
All Filings in AZN
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,749,434 | 9,226 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,788,982 | 9,071 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||