Position in AZN
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$3,440,275
-$608,257 QoQ
Shares Held
18,143
-11.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#444
of 1,462 holders
Holding Since
Mar 2026
2 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, 2026GC Wealth Management RIA, LLC holds $51,496,913 across 12 Drug Manufacturers - General names. AZN ranks #5 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
18,328 | $21,983,154 | |
| 2 | ABBV |
AbbVie Inc.
|
37,102 | $9,336,347 | |
| 3 | MRK |
Merck & Co., Inc.
|
39,089 | $5,022,936 | |
| 4 | JNJ |
Johnson & Johnson
|
18,773 | $4,767,778 | |
| 5 | AZN |
Astrazeneca PLC
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|
18,143 | $3,440,275 | |
| 6 | AMGN |
Amgen Inc
|
6,073 | $2,199,154 | |
| 7 | NVO |
Novo Nordisk A S
|
39,641 | $1,900,389 | |
| 8 | NVS |
Novartis AG
|
6,349 | $995,015 |
All Filings in AZN
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,440,275 | 18,143 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $4,048,532 | 20,528 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||