Position in AZN
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$47,594
+$22,942 QoQ
Shares Held
251
+100.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,287
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, 2026Rialto Wealth Management, LLC holds $3,535,649 across 12 Drug Manufacturers - General names. AZN ranks #7 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMGN |
Amgen Inc
|
3,295 | $1,193,185 | |
| 2 | JNJ |
Johnson & Johnson
|
2,996 | $760,894 | |
| 3 | MRK |
Merck & Co., Inc.
|
5,295 | $680,407 | |
| 4 | ABBV |
AbbVie Inc.
|
1,306 | $328,641 | |
| 5 | LLY |
ELI LILLY & Co
|
230 | $275,868 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
1,091 | $137,836 | |
| 7 | AZN |
Astrazeneca PLC
This page
|
251 | $47,594 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
684 | $39,412 |
All Filings in AZN
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $47,594 | 251 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $24,652 | 125 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||