Position in AZN
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$715,436
+$70,922 QoQ
Shares Held
3,773
+15.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#751
of 1,459 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, 2026AA Financial Advisors, LLC holds $9,649,689 across 7 Drug Manufacturers - General names. AZN ranks #4 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
4,686 | $5,620,529 | |
| 2 | ABBV |
AbbVie Inc.
|
4,132 | $1,039,776 | |
| 3 | JNJ |
Johnson & Johnson
|
3,805 | $966,355 | |
| 4 | AZN |
Astrazeneca PLC
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|
3,773 | $715,436 | |
| 5 | AMGN |
Amgen Inc
|
1,847 | $668,835 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
3,398 | $429,303 | |
| 7 | MRK |
Merck & Co., Inc.
|
1,630 | $209,455 |
All Filings in AZN
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $715,436 | 3,773 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $644,514 | 3,268 | Shares | Sole | 2026-04-21 | |
| No filing history on record for this holder in this stock. | ||||||