Skip to main content

True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

AZN holding history

AstraZeneca PLC in every 13F filed by True Wealth Design, LLC, 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)
137
Value
$26.0K
% of portfolio
<0.1%
Quarters held
15
Since Q4 2022
Holdings of AZN by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026137$26.0K<0.1%00.0%UnchangedHolders
Q1 2026137$27.0K<0.1%00.0%UnchangedConverted for a 1-for-2 splitHolders
Q4 2025274$25.2K<0.1%+5+1.9%AddedHolders
Q3 2025269$20.6K<0.1%+146+118.7%AddedHolders
Q2 2025123$8.60K<0.1%+4+3.4%AddedHolders
Q1 2025119$8.75K<0.1%+1+0.8%AddedHolders
Q4 2024118$7.73K<0.1%+14+13.5%AddedHolders
Q3 2024104$8.10K<0.1%+4+4.0%AddedHolders
Q2 2024100$7.80K<0.1%+34+51.5%AddedHolders
Q1 202466$4.47K<0.1%+32+94.1%AddedHolders
Q4 202334$2.29K<0.1%+3+9.7%AddedHolders
Q3 202331$2.10K<0.1%00.0%UnchangedHolders
Q2 202331$2.22K<0.1%00.0%UnchangedHolders
Q1 202331$2.15K<0.1%00.0%UnchangedHolders
Q4 202231$2.10K<0.1%–No prior filingHolders