Position in AZN
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,188,783
New position
Shares Held
11,543
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
1.05%
of 13F equity value
Holder Rank
#513
of 1,459 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026MCCARTER PRIVATE WEALTH SERVICES LLC holds $12,321,847 across 8 Drug Manufacturers - General names. AZN ranks #2 (17.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
2,255 | $2,704,714 | |
| 2 | AZN |
Astrazeneca PLC
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|
11,543 | $2,188,783 | |
| 3 | ABBV |
AbbVie Inc.
|
7,697 | $1,936,872 | |
| 4 | JNJ |
Johnson & Johnson
|
6,211 | $1,577,406 | |
| 5 | MRK |
Merck & Co., Inc.
|
10,538 | $1,354,132 | |
| 6 | NVO |
Novo Nordisk A S
|
26,067 | $1,249,651 | |
| 7 | PFE |
Pfizer Inc
|
28,698 | $691,047 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
10,747 | $619,242 |
All Filings in AZN
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,188,783 | 11,543 | Shares | Other | 2026-08-05 | |
| No filing history on record for this holder in this stock. | ||||||