Custom Index Systems’s AstraZeneca AZN Stock Holding History

Custom Index Systems’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	$571K	Sell	3,012 -122	-4%	-$22.9K	0.21%	126
2026 Q1	$618K	Sell	3,134 -8	-0.3%	-$1.54K	0.27%	104
2025 Q4	$578K	Buy	3,142 +14	+0.4%	+$2.46K	0.26%	112
2025 Q3	$480K	Buy	3,128 +54	+2%	+$8.17K	0.14%	169
2025 Q2	$430K	Sell	3,074 -831	-21%	-$116K	0.21%	157
2025 Q1	$574K	Buy	+3,905	New	+$565K	0.29%	99
2024 Q4	–	Sell	-1,406	Closed	-$219K	–	252
2024 Q3	$219K	Buy	1,406 +27	+2%	+$4.36K	0.12%	218
2024 Q2	$215K	Buy	+1,379	New	+$208K	0.12%	227

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

Custom Index Systems's AZN Position: Q2 2026 in Review

Custom Index Systems reduced its AstraZeneca (AZN) stake by 3.9% in Q2 2026, selling an estimated $22.9K and leaving 3,012 shares worth $571K. The position accounts for 0.21% of the portfolio, ranked #126.

Custom Index Systems first reported a position in AZN in Q2 2024 and has held it in 8 quarters since. The position peaked at $618K in Q1 2026. 1,502 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Custom Index Systems held 3,012 shares of AstraZeneca worth $571K as of Q2 2026.
Custom Index Systems sold 122 AstraZeneca shares in Q2 2026, an estimated $22.9K.
AstraZeneca made up 0.21% of Custom Index Systems's portfolio in Q2 2026, its #126 holding.
Custom Index Systems first reported a position in AstraZeneca in Q2 2024 and has held it in 8 quarters since.
Custom Index Systems's AstraZeneca position peaked at $618K in Q1 2026.
1,502 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Custom Index Systems's 13F filing for Q2 2026, filed 14 Aug 2026.