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

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

SEB Asset Management Stockholm $27B AUM

LBP AM Paris, France $11.2B AUM 34.48% 1-Year Est. Return

M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Creative Planning's AZN Position: Q3 2026 in Review

Creative Planning increased its AstraZeneca (AZN) stake by 7.5% in Q3 2026, buying an estimated $2.89M and bringing the position to 248,300 shares worth $40.1M. The position accounts for 0.02% of the portfolio, ranked #307.

Creative Planning first reported a position in AZN in Q2 2013 and has held it in 53 quarters since. The position peaked at $46M in Q1 2026. 782 funds tracked by Wall St. Rank hold AZN as of Q3 2026.

Creative Planning held 248,300 shares of AstraZeneca worth $40.1M as of Q3 2026.
Creative Planning bought 17,349 AstraZeneca shares in Q3 2026, an estimated $2.89M.
AstraZeneca made up 0.02% of Creative Planning's portfolio in Q3 2026, its #307 holding.
Creative Planning first reported a position in AstraZeneca in Q2 2013 and has held it in 53 quarters since.
Creative Planning's AstraZeneca position peaked at $46M in Q1 2026.
782 funds tracked by Wall St. Rank held AstraZeneca as of Q3 2026.

Based on Creative Planning's 13F filing for Q3 2026, filed 2 Nov 2026.