Creative Planning’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $46M | Buy |
233,193
+51,403
| +28% | +$9.91M | 0.03% | 232 |
|
|
2025
Q4 | $33.4M | Buy |
181,790
+25,644
| +16% | +$4.5M | 0.02% | 268 |
|
|
2025
Q3 | $24M | Buy |
156,146
+23,151
| +17% | +$3.5M | 0.02% | 316 |
|
|
2025
Q2 | $18.6M | Sell |
132,995
-12,849
| -9% | -$1.8M | 0.02% | 355 |
|
|
2025
Q1 | $21.4M | Buy |
145,844
+23,464
| +19% | +$3.39M | 0.02% | 309 |
|
|
2024
Q4 | $16M | Buy |
122,380
+10,004
| +9% | +$1.4M | 0.02% | 337 |
|
|
2024
Q3 | $17.5M | Buy |
112,376
+8,346
| +8% | +$1.35M | 0.02% | 310 |
|
|
2024
Q2 | $16.2M | Buy |
104,030
+16,066
| +18% | +$2.42M | 0.02% | 303 |
|
|
2024
Q1 | $11.9M | Buy |
87,964
+14,529
| +20% | +$1.92M | 0.01% | 366 |
|
|
2023
Q4 | $9.89M | Sell |
73,435
-10,898
| -13% | -$1.42M | 0.02% | 378 |
|
|
2023
Q3 | $11.4M | Buy |
84,333
+6,595
| +8% | +$901K | 0.02% | 330 |
|
|
2023
Q2 | $11.1M | Buy |
77,738
+10,086
| +15% | +$1.48M | 0.01% | 325 |
|
|
2023
Q1 | $9.39M | Buy |
67,652
+2,160
| +3% | +$291K | 0.01% | 354 |
|
|
2022
Q4 | $8.88M | Buy |
65,492
+8,797
| +16% | +$1.1M | 0.01% | 355 |
|
|
2022
Q3 | $6.22M | Buy |
56,695
+6,146
| +12% | +$780K | 0.01% | 397 |
|
|
2022
Q2 | $6.68M | Buy |
50,549
+225
| +0.4% | +$29.5K | 0.01% | 393 |
|
|
2022
Q1 | $6.68M | Buy |
50,324
+16,905
| +51% | +$2.03M | 0.01% | 387 |
|
|
2021
Q4 | $3.89M | Sell |
33,419
-745
| -2% | -$87.7K | 0.01% | 484 |
|
|
2021
Q3 | $4.1M | Buy |
34,164
+5,794
| +20% | +$674K | 0.01% | 462 |
|
|
2021
Q2 | $3.4M | Sell |
28,370
-4,671
| -14% | -$512K | 0.01% | 505 |
|
|
2021
Q1 | $3.29M | Sell |
33,041
-891
| -3% | -$89.6K | 0.01% | 532 |
|
|
2020
Q4 | $3.39M | Buy |
33,932
+1,491
| +5% | +$158K | 0.01% | 479 |
|
|
2020
Q3 | $3.56M | Buy |
32,441
+2,441
| +8% | +$271K | 0.01% | 385 |
|
|
2020
Q2 | $3.17M | Buy |
30,000
+5,356
| +22% | +$553K | 0.01% | 369 |
|
|
2020
Q1 | $2.2M | Buy |
24,644
+2,125
| +9% | +$200K | 0.01% | 401 |
|
|
2019
Q4 | $2.25M | Buy |
22,519
+1,845
| +9% | +$174K | 0.01% | 479 |
|
|
2019
Q3 | $1.84M | Sell |
20,674
-704
| -3% | -$61K | 0.01% | 517 |
|
|
2019
Q2 | $1.76M | Buy |
21,378
+40
| +0.2% | +$3.14K | 0.01% | 543 |
|
|
2019
Q1 | $1.73M | Sell |
21,338
-1,482
| -6% | -$117K | 0.01% | 513 |
|
|
2018
Q4 | $1.73M | Buy |
22,820
+2,179
| +11% | +$170K | 0.01% | 455 |
|
|
2018
Q3 | $1.63M | Buy |
20,641
+2,579
| +14% | +$195K | 0.01% | 540 |
|
|
2018
Q2 | $1.27M | Sell |
18,062
-233
| -1% | -$16.8K | 0.01% | 622 |
|
|
2018
Q1 | $1.28M | Buy |
18,295
+88
| +0.5% | +$6.1K | 0.01% | 606 |
|
|
2017
Q4 | $1.26M | Sell |
18,207
-74
| -0.4% | -$4.99K | 0.01% | 610 |
|
|
2017
Q3 | $1.24M | Sell |
18,281
-3,985
| -18% | -$252K | 0.01% | 620 |
|
|
2017
Q2 | $1.52M | Sell |
22,266
-395
| -2% | -$25.8K | 0.01% | 525 |
|
|
2017
Q1 | $1.41M | Buy |
22,661
+2,020
| +10% | +$118K | 0.01% | 547 |
|
|
2016
Q4 | $1.13M | Buy |
20,641
+2,350
| +13% | +$133K | 0.01% | 581 |
|
|
2016
Q3 | $1.2M | Buy |
18,291
+4,177
| +30% | +$273K | 0.01% | 534 |
|
|
2016
Q2 | $852K | Buy |
14,114
+7,534
| +114% | +$438K | 0.01% | 564 |
|
|
2016
Q1 | $371K | Sell |
6,580
-83
| -1% | -$4.99K | ﹤0.01% | 880 |
|
|
2015
Q4 | $452K | Sell |
6,663
-531
| -7% | -$34.8K | ﹤0.01% | 813 |
|
|
2015
Q3 | $458K | Buy |
+7,194
| New | +$473K | ﹤0.01% | 774 |
|
|
2015
Q2 | – | Sell |
-5,287
| Closed | -$362K | – | 1252 |
|
|
2015
Q1 | $362K | Sell |
5,287
-181
| -3% | -$12.6K | ﹤0.01% | 892 |
|
|
2014
Q4 | $385K | Buy |
5,468
+147
| +3% | +$10.5K | ﹤0.01% | 802 |
|
|
2014
Q3 | $380K | Buy |
5,321
+567
| +12% | +$41.5K | ﹤0.01% | 765 |
|
|
2014
Q2 | $353K | Buy |
4,754
+159
| +3% | +$11.5K | ﹤0.01% | 777 |
|
|
2014
Q1 | $298K | Sell |
4,595
-1,329
| -22% | -$85.8K | ﹤0.01% | 822 |
|
|
2013
Q4 | $352K | Buy |
5,924
+1,538
| +35% | +$83.5K | 0.01% | 631 |
|
|
2013
Q3 | $228K | Buy |
4,386
+2,309
| +111% | +$116K | ﹤0.01% | 711 |
|
|
2013
Q2 | $98K | Buy |
+2,077
| New | +$106K | ﹤0.01% | 1001 |
|
Other funds holding AZN
IA
VCM
VAM
Creative Planning's AZN Position: Q1 2026 in Review
Creative Planning increased its AstraZeneca (AZN) stake by 28% in Q1 2026, buying an estimated $9.91M and bringing the position to 233,193 shares worth $46M. The position accounts for 0.03% of the portfolio, ranked #232.
Creative Planning first reported a position in AZN in Q2 2013 and has held it in 51 quarters since. 1,377 funds tracked by Wall St. Rank hold AZN as of Q1 2026.
- Creative Planning held 233,193 shares of AstraZeneca worth $46M as of Q1 2026.
- Creative Planning bought 51,403 AstraZeneca shares in Q1 2026, an estimated $9.91M.
- AstraZeneca made up 0.03% of Creative Planning's portfolio in Q1 2026, its #232 holding.
- Creative Planning first reported a position in AstraZeneca in Q2 2013 and has held it in 51 quarters since.
- 1,377 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.