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

Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VAM

Vanguard Asset Management London, Ec4n 8af $117B AUM

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.