Creative Planning’s AstraZeneca AZN Stock Holding History

Creative Planning’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
2016 Q1	–	Sell	-500	Closed	-$1K	–	4321
2015 Q4	$1K	Hold	500	–	–	﹤0.01%	4177
2015 Q3	$1K	Buy	+500	New	+$32.9K	﹤0.01%	4070
2015 Q1	–	Sell	-2,000	Closed	-$2K	–	4203
2014 Q4	$2K	Hold	2,000	–	–	﹤0.01%	3792
2014 Q3	$9K	Buy	+2,000	New	+$146K	﹤0.01%	2986

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 Planning's AZN Position: Q2 2026 in Review

Creative Planning reduced its AstraZeneca (AZN) stake by 0.96% in Q2 2026, selling an estimated $422K and leaving 230,951 shares worth $43.8M. The position accounts for 0.03% of the portfolio, ranked #267.

Creative Planning first reported a position in AZN in Q2 2013 and has held it in 52 quarters since. The position peaked at $46M in Q1 2026. 1,502 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Creative Planning held 230,951 shares of AstraZeneca worth $43.8M as of Q2 2026.
Creative Planning sold 2,242 AstraZeneca shares in Q2 2026, an estimated $422K.
AstraZeneca made up 0.03% of Creative Planning's portfolio in Q2 2026, its #267 holding.
Creative Planning first reported a position in AstraZeneca in Q2 2013 and has held it in 52 quarters since.
Creative Planning's AstraZeneca position peaked at $46M in Q1 2026.
1,502 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.