Position in AZN
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$837,172
New position
Shares Held
4,415
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#712
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, 2026Heritage Wealth Management, Inc. holds $29,302,537 across 9 Drug Manufacturers - General names. AZN ranks #7 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
7,987 | $9,579,848 | |
| 2 | JNJ |
Johnson & Johnson
|
26,961 | $6,847,285 | |
| 3 | ABBV |
AbbVie Inc.
|
21,218 | $5,339,297 | |
| 4 | MRK |
Merck & Co., Inc.
|
28,609 | $3,676,256 | |
| 5 | AMGN |
Amgen Inc
|
3,120 | $1,129,814 | |
| 6 | NVS |
Novartis AG
|
6,052 | $948,469 | |
| 7 | AZN |
Astrazeneca PLC
This page
|
4,415 | $837,172 | |
| 8 | PFE |
Pfizer Inc
|
20,775 | $500,262 |
All Filings in AZN
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $837,172 | 4,415 | Shares | Sole | 2026-07-28 | |
| No filing history on record for this holder in this stock. | ||||||