Position in AZN
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$2,338,043
New position
Shares Held
11,855
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0.2193167439898777.ToString("F0")%
Shared 0.ToString("F0")%
None 99.78068325601012.ToString("F0")%
Position in Drug Manufacturers - General
Healthcare · as of Mar 31, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $74,708,336 across 14 Drug Manufacturers - General names. AZN ranks #7 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
90,061 | $22,014,510 | |
| 2 | LLY |
ELI LILLY & Co
|
17,158 | $15,781,413 | |
| 3 | ABBV |
AbbVie Inc.
|
64,190 | $13,960,683 | |
| 4 | AMGN |
Amgen Inc
|
21,485 | $7,559,497 | |
| 5 | PFE |
Pfizer Inc
|
127,727 | $3,586,574 | |
| 6 | MRK |
Merck & Co., Inc.
|
26,577 | $3,196,947 | |
| 7 | AZN |
Astrazeneca PLC
This page
|
11,855 | $2,338,043 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
33,139 | $2,009,880 |
All Filings in AZN
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,338,043 | 11,855 | Shares | Sole | 2026-05-01 | |
| No filing history on record for this holder in this stock. | ||||||