Position in AZN
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$860,305
-$20,873 QoQ
Shares Held
4,537
+1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#700
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, 2026BAKER TILLY WEALTH MANAGEMENT, LLC holds $9,508,512 across 10 Drug Manufacturers - General names. AZN ranks #4 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
9,954 | $2,528,017 | |
| 2 | LLY |
ELI LILLY & Co
|
1,636 | $1,962,267 | |
| 3 | ABBV |
AbbVie Inc.
|
4,962 | $1,248,637 | |
| 4 | AZN |
Astrazeneca PLC
This page
|
4,537 | $860,305 | |
| 5 | NVO |
Novo Nordisk A S
|
14,158 | $678,734 | |
| 6 | NVS |
Novartis AG
|
4,097 | $642,081 | |
| 7 | AMGN |
Amgen Inc
|
1,484 | $537,386 | |
| 8 | MRK |
Merck & Co., Inc.
|
4,067 | $522,609 |
All Filings in AZN
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $860,305 | 4,537 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $881,178 | 4,468 | Shares | Sole | 2026-04-10 | |
| No filing history on record for this holder in this stock. | ||||||