Position in AZN
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,313,308
-$61,315 QoQ
Shares Held
6,926
-0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#600
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, 2026PDS Planning, Inc holds $51,175,189 across 14 Drug Manufacturers - General names. AZN ranks #6 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
108,761 | $27,368,618 | |
| 2 | LLY |
ELI LILLY & Co
|
7,599 | $9,114,469 | |
| 3 | JNJ |
Johnson & Johnson
|
19,261 | $4,891,716 | |
| 4 | MRK |
Merck & Co., Inc.
|
17,830 | $2,291,155 | |
| 5 | NVS |
Novartis AG
|
9,632 | $1,509,527 | |
| 6 | AZN |
Astrazeneca PLC
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|
6,926 | $1,313,308 | |
| 7 | AMGN |
Amgen Inc
|
3,399 | $1,230,845 | |
| 8 | PFE |
Pfizer Inc
|
31,747 | $764,467 |
All Filings in AZN
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,313,308 | 6,926 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,374,623 | 6,970 | Shares | Sole | 2026-04-22 | |
| No filing history on record for this holder in this stock. | ||||||