Position in AZN
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,297,948
+$262,938 QoQ
Shares Held
6,845
+30.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#604
of 1,462 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AZN Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Icon Wealth Advisors, LLC holds $36,879,063 across 9 Drug Manufacturers - General names. AZN ranks #6 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
9,178 | $11,008,369 | |
| 2 | ABBV |
AbbVie Inc.
|
43,276 | $10,889,972 | |
| 3 | JNJ |
Johnson & Johnson
|
28,114 | $7,140,112 | |
| 4 | MRK |
Merck & Co., Inc.
|
19,305 | $2,480,692 | |
| 5 | PFE |
Pfizer Inc
|
88,537 | $2,131,970 | |
| 6 | AZN |
Astrazeneca PLC
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|
6,845 | $1,297,948 | |
| 7 | AMGN |
Amgen Inc
|
2,136 | $773,488 | |
| 8 | NVO |
Novo Nordisk A S
|
15,484 | $742,302 |
All Filings in AZN
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,297,948 | 6,845 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,035,010 | 5,248 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,295,661 | 14,094 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||