Position in AZN
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$422,283
-$11,206 QoQ
Shares Held
2,227
+1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#908
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, 2026Opal Wealth Advisors, LLC holds $5,257,340 across 8 Drug Manufacturers - General names. AZN ranks #6 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
6,171 | $1,552,870 | |
| 2 | LLY |
ELI LILLY & Co
|
786 | $942,752 | |
| 3 | NVS |
Novartis AG
|
4,383 | $686,903 | |
| 4 | JNJ |
Johnson & Johnson
|
2,037 | $517,336 | |
| 5 | AMGN |
Amgen Inc
|
1,394 | $504,795 | |
| 6 | AZN |
Astrazeneca PLC
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|
2,227 | $422,283 | |
| 7 | MRK |
Merck & Co., Inc.
|
2,998 | $385,243 | |
| 8 | PFE |
Pfizer Inc
|
10,181 | $245,158 |
All Filings in AZN
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $422,283 | 2,227 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $433,489 | 2,198 | Shares | Sole | 2026-04-14 | |
| No filing history on record for this holder in this stock. | ||||||