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Creative Planning AZN Position History
AstraZeneca PLC • Healthcare
Quarters held
10
Latest value
$39M
Q3 2026
Peak value
$44.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $801K |
| Q3 2025 | $23.2M |
| Q4 2025 | $32.4M |
| Q4 2025 | $1M |
| Q1 2026 | $1.3M |
| Q1 2026 | $44.7M |
| Q2 2026 | $1.4M |
| Q2 2026 | $42.4M |
| Q3 2026 | $1.1M |
| Q3 2026 | $39M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $39M | 241.4K | — | — |
| Q3 2026 | $1.1M | 6.9K | — | — |
| Q2 2026 | $42.4M | 223.4K | — | — |
| Q2 2026 | $1.4M | 7.6K | — | — |
| Q1 2026 | $44.7M | 226.8K | — | — |
| Q1 2026 | $1.3M | 6.4K | — | — |
| Q4 2025 | $1M | 11.0K | — | — |
| Q4 2025 | $32.4M | 352.6K | — | — |
| Q3 2025 | $23.2M | 301.9K | — | — |
| Q3 2025 | $801K | 10.4K | — | — |