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 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

Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VAM

Vanguard Asset Management London, Ec4n 8af $117B AUM

Custom Index Systems's AZN Position: Q1 2026 in Review

Custom Index Systems reduced its AstraZeneca (AZN) stake by 0.25% in Q1 2026, selling an estimated $1.54K and leaving 3,134 shares worth $618K. The position accounts for 0.27% of the portfolio, ranked #104.

Custom Index Systems first reported a position in AZN in Q2 2024 and has held it in 7 quarters since. 1,377 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

Custom Index Systems held 3,134 shares of AstraZeneca worth $618K as of Q1 2026.
Custom Index Systems sold 8 AstraZeneca shares in Q1 2026, an estimated $1.54K.
AstraZeneca made up 0.27% of Custom Index Systems's portfolio in Q1 2026, its #104 holding.
Custom Index Systems first reported a position in AstraZeneca in Q2 2024 and has held it in 7 quarters since.
1,377 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

Based on Custom Index Systems's 13F filing for Q1 2026, filed 29 Apr 2026.