Turtle Creek Wealth Advisors’s AstraZeneca AZN Stock Holding History

Turtle Creek Wealth Advisors’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	$7.34M	Buy	+38,731	New	+$7.28M	0.39%	59
2026 Q1	–	Sell	-34,421	Closed	-$6.33M	–	484
2025 Q4	$6.33M	Buy	34,421 +5,546	+19%	+$973K	0.5%	57
2025 Q3	$4.43M	Buy	28,875 +10	+0%	+$1.51K	0.4%	67
2025 Q2	$4.03M	Buy	28,865 +6,971	+32%	+$977K	0.48%	58
2025 Q1	$3.22M	Buy	+21,894	New	+$3.17M	0.48%	63
2024 Q1	–	Sell	-8	Closed	-$1.01K	–	253
2023 Q4	$1.01K	Buy	+8	New	+$1.04K	﹤0.01%	823

Other funds holding AZN

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

SAM

SEB Asset Management Stockholm $26.6B AUM

CDDEC

Caisse Des Depots Et Consignations Paris, France $5.91B AUM 35.65% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

Turtle Creek Wealth Advisors's AZN Position: Q2 2026 in Review

Turtle Creek Wealth Advisors opened a new position in AstraZeneca (AZN) in Q2 2026: 38,731 shares worth $7.34M. The stake represents 0.39% of the portfolio and ranks #59 among its holdings. This is a return to the name: Turtle Creek Wealth Advisors previously reported a position in AZN as recently as Q4 2025.

Turtle Creek Wealth Advisors first reported a position in AZN in Q4 2023 and has held it in 6 quarters since. 742 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Turtle Creek Wealth Advisors held 38,731 shares of AstraZeneca worth $7.34M as of Q2 2026.
AstraZeneca was a new Turtle Creek Wealth Advisors position in Q2 2026.
AstraZeneca made up 0.39% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #59 holding.
Turtle Creek Wealth Advisors first reported a position in AstraZeneca in Q4 2023 and has held it in 6 quarters since.
742 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.