SGI
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Summit Global Investments’s AstraZeneca AZN Stock Holding History

Summit Global Investments’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 		$1.24M Buy
6,543
+2,717
+71% +$511K 0.07% 156
2026
Q1 		$755K Buy
+3,826
New +$738K 0.04% 252
2024
Q4 		– Sell
-26,946
Closed -$4.2M – 536
2024
Q3 		$4.2M Buy
+26,946
New +$4.35M 0.27% 77

Other funds holding AZN

EP
Evelyn Partners London $46.9B AUM
IA
Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Summit Global Investments's AZN Position: Q2 2026 in Review

Summit Global Investments increased its AstraZeneca (AZN) stake by 71% in Q2 2026, buying an estimated $511K and bringing the position to 6,543 shares worth $1.24M. The position accounts for 0.07% of the portfolio, ranked #156.

Summit Global Investments first reported a position in AZN in Q3 2024 and has held it in 3 quarters since. The position peaked at $4.2M in Q3 2024. 1,504 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Summit Global Investments held 6,543 shares of AstraZeneca worth $1.24M as of Q2 2026.
  • Summit Global Investments bought 2,717 AstraZeneca shares in Q2 2026, an estimated $511K.
  • AstraZeneca made up 0.07% of Summit Global Investments's portfolio in Q2 2026, its #156 holding.
  • Summit Global Investments first reported a position in AstraZeneca in Q3 2024 and has held it in 3 quarters since.
  • Summit Global Investments's AstraZeneca position peaked at $4.2M in Q3 2024.
  • 1,504 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.