Position in AZN
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$787,491
New position
Shares Held
4,153
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#728
of 1,459 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Marshall Financial Group, LLC holds $15,627,500 across 8 Drug Manufacturers - General names. AZN ranks #6 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRK |
Merck & Co., Inc.
|
35,820 | $4,602,870 | |
| 2 | NVS |
Novartis AG
|
17,632 | $2,763,287 | |
| 3 | JNJ |
Johnson & Johnson
|
10,123 | $2,570,938 | |
| 4 | AMGN |
Amgen Inc
|
6,736 | $2,439,240 | |
| 5 | LLY |
ELI LILLY & Co
|
1,613 | $1,934,680 | |
| 6 | AZN |
Astrazeneca PLC
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|
4,153 | $787,491 | |
| 7 | NVO |
Novo Nordisk A S
|
5,607 | $268,799 | |
| 8 | ABBV |
AbbVie Inc.
|
1,034 | $260,195 |
All Filings in AZN
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $787,491 | 4,153 | Shares | Sole | 2026-07-20 | |
| No filing history on record for this holder in this stock. | ||||||