Alvarez & Marsal Private Wealth Partners, LLC

Position in AZN — Astrazeneca PLC

CIK 2109121 WEST PALM BEACH, FL

Back to AZN Full portfolio

Position in AZN

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$219,769

New position

Shares Held

1,159

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,161

of 1,459 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Position in Drug Manufacturers - General

Healthcare · as of Jun 30, 2026

Alvarez & Marsal Private Wealth Partners, LLC holds $4,434,428 across 6 Drug Manufacturers - General names. AZN ranks #6 (5.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co	1,630	$1,955,071
2	JNJ	Johnson & Johnson	3,945	$1,001,911
3	MRK	Merck & Co., Inc.	4,020	$516,570
4	ABBV	AbbVie Inc.	1,850	$465,534
5	AMGN	Amgen Inc	761	$275,573
6	AZN	Astrazeneca PLC This page	1,159	$219,769

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$219,769	1,159	—	Shares	Sole	2026-08-14
No filing history on record for this holder in this stock.

Alvarez & Marsal Private Wealth Partners, LLC

Position in AZN

Position in Drug Manufacturers - General

All Filings in AZN