Creative Financial Designs’s AstraZeneca AZN Stock Holding History

Creative Financial Designs’s Portfolio AZN Stock Details AZN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$37.7K	Sell	199 -22	-10%	-$4.14K	﹤0.01%	1098
2026 Q1	$43.6K	Buy	221 +57	+35%	+$11K	﹤0.01%	940
2025 Q4	$30.1K	Hold	164	–	–	﹤0.01%	1041
2025 Q3	$25.1K	Buy	164 +10	+6%	+$1.51K	﹤0.01%	1079
2025 Q2	$21.5K	Buy	154 +4	+3%	+$561	﹤0.01%	1117
2025 Q1	$22K	Buy	150 +123	+456%	+$17.8K	﹤0.01%	1058
2024 Q4	$3.47K	Hold	27	–	–	﹤0.01%	1495
2024 Q3	$4.13K	Hold	27	–	–	﹤0.01%	1422
2024 Q2	$4.13K	Hold	27	–	–	﹤0.01%	1359
2024 Q1	$3.59K	Hold	27	–	–	﹤0.01%	1379
2023 Q4	$3.57K	Hold	27	–	–	﹤0.01%	1328
2023 Q3	$3.59K	Buy	+27	New	+$3.69K	﹤0.01%	1251
2022 Q2	–	Sell	-47	Closed	-$6K	–	1238
2022 Q1	$6K	Buy	+47	New	+$5.64K	﹤0.01%	996
2021 Q4	–	Sell	-308	Closed	-$37K	–	1218
2021 Q3	$37K	Buy	308 +266	+633%	+$31K	0.01%	683
2021 Q2	$5K	Hold	42	–	–	﹤0.01%	1156
2021 Q1	$4K	Hold	42	–	–	﹤0.01%	1084
2020 Q4	$4K	Sell	42 -89	-68%	-$9.43K	﹤0.01%	1010
2020 Q3	$14K	Buy	131 +39	+42%	+$4.34K	﹤0.01%	729
2020 Q2	$10K	Buy	+92	New	+$9.5K	﹤0.01%	745
2017 Q3	–	Sell	-250	Closed	-$17K	–	738
2017 Q2	$17K	Hold	250	–	–	0.01%	342
2017 Q1	$16K	Hold	250	–	–	0.01%	344
2016 Q4	$14K	Buy	+250	New	+$14.2K	0.01%	354

Other funds holding AZN

Evelyn Partners London $46.9B AUM

Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Financial Designs's AZN Position: Q2 2026 in Review

Creative Financial Designs reduced its AstraZeneca (AZN) stake by 10% in Q2 2026, selling an estimated $4.14K and leaving 199 shares worth $37.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1098.

Creative Financial Designs first reported a position in AZN in Q4 2016 and has held it in 22 quarters since. The position peaked at $43.6K in Q1 2026. 1,498 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Creative Financial Designs held 199 shares of AstraZeneca worth $37.7K as of Q2 2026.
Creative Financial Designs sold 22 AstraZeneca shares in Q2 2026, an estimated $4.14K.
AstraZeneca made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1098 holding.
Creative Financial Designs first reported a position in AstraZeneca in Q4 2016 and has held it in 22 quarters since.
Creative Financial Designs's AstraZeneca position peaked at $43.6K in Q1 2026.
1,498 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.