Position in AZN
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$249,539
-$87,312 QoQ
Shares Held
1,316
-23.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,115
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, 2026Wellspring Financial Advisors, LLC holds $16,708,750 across 8 Drug Manufacturers - General names. AZN ranks #8 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
17,959 | $4,561,047 | |
| 2 | LLY |
ELI LILLY & Co
|
3,616 | $4,337,139 | |
| 3 | ABBV |
AbbVie Inc.
|
11,668 | $2,936,135 | |
| 4 | MRK |
Merck & Co., Inc.
|
22,465 | $2,886,752 | |
| 5 | AMGN |
Amgen Inc
|
1,927 | $697,805 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
4,213 | $532,270 | |
| 7 | PFE |
Pfizer Inc
|
21,099 | $508,063 | |
| 8 | AZN |
Astrazeneca PLC
This page
|
1,316 | $249,539 |
All Filings in AZN
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $249,539 | 1,316 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $336,851 | 1,708 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||