Position in AZN
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$493,201
-$19,768 QoQ
Shares Held
2,601
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#857
of 1,459 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, 2026MOSAIC FINANCIAL GROUP, LLC holds $6,915,947 across 6 Drug Manufacturers - General names. AZN ranks #4 (7.1% of the industry book) .
All Filings in AZN
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $493,201 | 2,601 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $512,969 | 2,601 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $478,495 | 5,205 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||