Position in AZN
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$100,119
-$4,013 QoQ
Shares Held
528
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,244
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, 2026Center for Financial Planning, Inc. holds $12,258,532 across 12 Drug Manufacturers - General names. AZN ranks #8 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
17,400 | $4,378,536 | |
| 2 | JNJ |
Johnson & Johnson
|
15,794 | $4,011,202 | |
| 3 | MRK |
Merck & Co., Inc.
|
11,433 | $1,469,140 | |
| 4 | LLY |
ELI LILLY & Co
|
995 | $1,193,432 | |
| 5 | AMGN |
Amgen Inc
|
1,349 | $488,499 | |
| 6 | PFE |
Pfizer Inc
|
13,544 | $326,139 | |
| 7 | NVO |
Novo Nordisk A S
|
3,079 | $147,607 | |
| 8 | AZN |
Astrazeneca PLC
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|
528 | $100,119 |
All Filings in AZN
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $100,119 | 528 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $104,132 | 528 | Shares | Sole | 2026-05-04 | |
| No filing history on record for this holder in this stock. | ||||||