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CX Institutional’s AstraZeneca AZN Stock Holding History

CX Institutional’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
Q3 		$6K Hold
40
– – ﹤0.01% 1417
2026
Q2 		$8K Buy
+40
New +$7.52K ﹤0.01% 1322
2025
Q4 		– Sell
-17
Closed -$3K – 1521
2025
Q3 		$3K Hold
17
– – ﹤0.01% 1284
2025
Q2 		$2K Sell
17
-11
-39% -$1.54K ﹤0.01% 1138
2025
Q1 		$4K Buy
+28
New +$4.05K ﹤0.01% 1080
2022
Q3 		– Sell
-530
Closed -$70K – 504
2022
Q2 		$70K Buy
+530
New +$69.5K 0.01% 610
2021
Q4 		– Sell
-477
Closed -$57K – 376
2021
Q3 		$57K Buy
+477
New +$55.5K ﹤0.01% 554

Other funds holding AZN

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
CCM
Cox Capital Management Andover, Massachusetts $179M AUM 28.94% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
PC
Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return

CX Institutional's AZN Position: Q3 2026 in Review

CX Institutional held its AstraZeneca (AZN) position steady in Q3 2026 at 40 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1417.

CX Institutional first reported a position in AZN in Q3 2021 and has held it in 7 quarters since. The position peaked at $70K in Q2 2022. 64 funds tracked by Wall St. Rank hold AZN as of Q3 2026.

  • CX Institutional held 40 shares of AstraZeneca worth $6K as of Q3 2026.
  • CX Institutional left its AstraZeneca share count unchanged in Q3 2026.
  • AstraZeneca made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1417 holding.
  • CX Institutional first reported a position in AstraZeneca in Q3 2021 and has held it in 7 quarters since.
  • CX Institutional's AstraZeneca position peaked at $70K in Q2 2022.
  • 64 funds tracked by Wall St. Rank held AstraZeneca as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.