Position in AZN
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$210,288
-$6,259 QoQ
Shares Held
1,109
+1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,177
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, 2026Cascade Financial Partners, LLC holds $290,422,086 across 8 Drug Manufacturers - General names. AZN ranks #8 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
236,707 | $283,913,500 | |
| 2 | JNJ |
Johnson & Johnson
|
7,564 | $1,921,029 | |
| 3 | MRK |
Merck & Co., Inc.
|
14,746 | $1,894,861 | |
| 4 | NVS |
Novartis AG
|
4,733 | $741,755 | |
| 5 | PFE |
Pfizer Inc
|
26,601 | $640,552 | |
| 6 | ABBV |
AbbVie Inc.
|
2,524 | $635,139 | |
| 7 | AMGN |
Amgen Inc
|
1,284 | $464,962 | |
| 8 | AZN |
Astrazeneca PLC
This page
|
1,109 | $210,288 |
All Filings in AZN
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $210,288 | 1,109 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $216,547 | 1,098 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||