Position in AZN
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$631,813
-$55,498 QoQ
Shares Held
3,332
-4.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#790
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, 2026NWF Advisory Services Inc. holds $14,660,430 across 10 Drug Manufacturers - General names. AZN ranks #7 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
12,825 | $3,227,283 | |
| 2 | LLY |
ELI LILLY & Co
|
2,136 | $2,561,982 | |
| 3 | JNJ |
Johnson & Johnson
|
9,493 | $2,410,937 | |
| 4 | AMGN |
Amgen Inc
|
5,766 | $2,087,983 | |
| 5 | MRK |
Merck & Co., Inc.
|
14,785 | $1,899,872 | |
| 6 | PFE |
Pfizer Inc
|
38,937 | $937,602 | |
| 7 | AZN |
Astrazeneca PLC
This page
|
3,332 | $631,813 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
6,255 | $360,413 |
All Filings in AZN
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $631,813 | 3,332 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $687,311 | 3,485 | Shares | Sole | 2026-05-04 | |
| No filing history on record for this holder in this stock. | ||||||