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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

AZN holding history

AstraZeneca PLC in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AZN overviewAll 13F holders of AZNFull Q2 2026 holdings

Shares (Q2 2026)
230,951
Value
$43.8M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of AZN by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026230,951$43.8M<0.1%−2,242−1.0%ReducedHolders
Q1 2026233,193$46.0M<0.1%+51,404+28.3%AddedConverted for a 1-for-2 splitHolders
Q4 2025363,579$33.4M<0.1%+51,287+16.4%AddedHolders
Q3 2025312,292$24.0M<0.1%+46,303+17.4%AddedHolders
Q2 2025265,989$18.6M<0.1%−25,698−8.8%ReducedHolders
Q1 2025291,687$21.4M<0.1%+46,928+19.2%AddedHolders
Q4 2024244,759$16.0M<0.1%+20,008+8.9%AddedHolders
Q3 2024224,751$17.5M<0.1%+16,692+8.0%AddedHolders
Q2 2024208,059$16.2M<0.1%+32,132+18.3%AddedHolders
Q1 2024175,927$11.9M<0.1%+29,057+19.8%AddedHolders
Q4 2023146,870$9.89M<0.1%−21,795−12.9%ReducedHolders
Q3 2023168,665$11.4M<0.1%+13,189+8.5%AddedHolders
Q2 2023155,476$11.1M<0.1%+20,172+14.9%AddedHolders
Q1 2023135,304$9.39M<0.1%+4,321+3.3%AddedHolders
Q4 2022130,983$8.88M<0.1%+17,594+15.5%AddedHolders
Q3 2022113,389$6.22M<0.1%+12,291+12.2%AddedHolders
Q2 2022101,098$6.68M<0.1%+451+0.4%AddedHolders
Q1 2022100,647$6.68M<0.1%+33,809+50.6%AddedHolders
Q4 202166,838$3.89M<0.1%−1,490−2.2%ReducedHolders
Q3 202168,328$4.10M<0.1%+11,588+20.4%AddedHolders
Q2 202156,740$3.40M<0.1%−9,342−14.1%ReducedHolders
Q1 202166,082$3.29M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.