Position in AZN
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$288,980
+$30,228 QoQ
Shares Held
1,524
+16.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#1,059
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, 2026GENESIS PRIVATE WEALTH, LLC holds $3,623,905 across 9 Drug Manufacturers - General names. AZN ranks #7 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
585 | $701,666 | |
| 2 | ABBV |
AbbVie Inc.
|
2,224 | $559,647 | |
| 3 | GILD |
Gilead Sciences, Inc.
|
3,364 | $425,007 | |
| 4 | JNJ |
Johnson & Johnson
|
1,629 | $413,717 | |
| 5 | AMGN |
Amgen Inc
|
1,042 | $377,329 | |
| 6 | SNY |
Sanofi
|
7,644 | $326,093 | |
| 7 | AZN |
Astrazeneca PLC
This page
|
1,524 | $288,980 | |
| 8 | PFE |
Pfizer Inc
|
11,761 | $283,204 |
All Filings in AZN
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $288,980 | 1,524 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $258,752 | 1,312 | Shares | Sole | 2026-04-16 | |
| No filing history on record for this holder in this stock. | ||||||