Position in AZN
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$405,028
-$207,142 QoQ
Shares Held
2,136
-31.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#926
of 1,459 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AZN Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Pacific Excel Wealth Advisors, Inc. holds $5,858,722 across 7 Drug Manufacturers - General names. AZN ranks #5 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
1,911 | $2,292,110 | |
| 2 | ABBV |
AbbVie Inc.
|
5,697 | $1,433,593 | |
| 3 | JNJ |
Johnson & Johnson
|
2,952 | $749,719 | |
| 4 | NVS |
Novartis AG
|
3,012 | $472,040 | |
| 5 | AZN |
Astrazeneca PLC
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|
2,136 | $405,028 | |
| 6 | MRK |
Merck & Co., Inc.
|
2,167 | $278,459 | |
| 7 | AMGN |
Amgen Inc
|
629 | $227,773 |
All Filings in AZN
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $405,028 | 2,136 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $612,170 | 3,104 | Shares | Sole | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||