CreativeOne Wealth’s AstraZeneca AZN Stock Holding History

CreativeOne Wealth’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	$651K	Buy	+3,434	New	+$646K	0.01%	709
2025 Q4	–	Sell	-3,070	Closed	-$471K	–	1188
2025 Q3	$471K	Buy	3,070 +289	+10%	+$43.7K	0.01%	791
2025 Q2	$389K	Buy	2,781 +92	+3%	+$12.9K	0.01%	832
2025 Q1	$395K	Sell	2,689 -90	-3%	-$13K	0.01%	769
2024 Q4	$364K	Buy	2,779 +1,423	+105%	+$199K	0.01%	803
2024 Q3	$211K	Buy	+1,356	New	+$219K	0.01%	889

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

CreativeOne Wealth's AZN Position: Q2 2026 in Review

CreativeOne Wealth opened a new position in AstraZeneca (AZN) in Q2 2026: 3,434 shares worth $651K. The stake represents 0.01% of the portfolio and ranks #709 among its holdings. This is a return to the name: CreativeOne Wealth previously reported a position in AZN as recently as Q3 2025.

CreativeOne Wealth first reported a position in AZN in Q3 2024 and has held it in 6 quarters since. 1,502 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

CreativeOne Wealth held 3,434 shares of AstraZeneca worth $651K as of Q2 2026.
AstraZeneca was a new CreativeOne Wealth position in Q2 2026.
AstraZeneca made up 0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #709 holding.
CreativeOne Wealth first reported a position in AstraZeneca in Q3 2024 and has held it in 6 quarters since.
1,502 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.