Position in AZN
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$10,997
-$441 QoQ
Shares Held
58
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,369
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, 2026Valued Wealth Advisors LLC holds $708,538 across 11 Drug Manufacturers - General names. AZN ranks #8 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
657 | $166,858 | |
| 2 | LLY |
ELI LILLY & Co
|
125 | $149,928 | |
| 3 | ABBV |
AbbVie Inc.
|
560 | $140,918 | |
| 4 | MRK |
Merck & Co., Inc.
|
737 | $94,704 | |
| 5 | GILD |
Gilead Sciences, Inc.
|
652 | $82,373 | |
| 6 | AMGN |
Amgen Inc
|
79 | $28,607 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
300 | $17,286 | |
| 8 | AZN |
Astrazeneca PLC
This page
|
58 | $10,997 |
All Filings in AZN
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,997 | 58 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $11,438 | 58 | Shares | Sole | 2026-04-30 | |
| No filing history on record for this holder in this stock. | ||||||