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 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

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

CX Institutional's AZN Position: Q2 2026 in Review

CX Institutional opened a new position in AstraZeneca (AZN) in Q2 2026: 40 shares worth $8K. The stake represents ﹤0.01% of the portfolio and ranks #1322 among its holdings. This is a return to the name: CX Institutional previously reported a position in AZN as recently as Q3 2025.

CX Institutional first reported a position in AZN in Q3 2021 and has held it in 6 quarters since. The position peaked at $70K in Q2 2022. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

CX Institutional held 40 shares of AstraZeneca worth $8K as of Q2 2026.
AstraZeneca was a new CX Institutional position in Q2 2026.
AstraZeneca made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1322 holding.
CX Institutional first reported a position in AstraZeneca in Q3 2021 and has held it in 6 quarters since.
CX Institutional's AstraZeneca position peaked at $70K in Q2 2022.
1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.