Position in AZN
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$37,355
-$5,047 QoQ
Shares Held
197
-8.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,301
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, 2026Abound Wealth Management holds $1,569,247 across 14 Drug Manufacturers - General names. AZN ranks #7 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
1,408 | $354,309 | |
| 2 | AMGN |
Amgen Inc
|
892 | $323,011 | |
| 3 | LLY |
ELI LILLY & Co
|
256 | $307,054 | |
| 4 | MRK |
Merck & Co., Inc.
|
1,649 | $211,896 | |
| 5 | JNJ |
Johnson & Johnson
|
630 | $160,001 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
1,791 | $103,197 | |
| 7 | AZN |
Astrazeneca PLC
This page
|
197 | $37,355 | |
| 8 | PFE |
Pfizer Inc
|
1,183 | $28,486 |
All Filings in AZN
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $37,355 | 197 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $42,402 | 215 | Shares | Sole | 2026-04-10 | |
| No filing history on record for this holder in this stock. | ||||||