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Summit Securities Group’s AstraZeneca AZN Stock Holding History

Summit Securities Group’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 		– Sell
-550
Closed -$108K – 1160
2026
Q1 		$108K Buy
550
+105
+24% +$20.2K 0.01% 280
2025
Q4 		$81.7K Sell
445
-4,142
-90% -$726K 0.01% 512
2025
Q3 		$704K Buy
+4,587
New +$694K 0.15% 135
2025
Q2 		– Sell
-6,117
Closed -$899K – 1090
2025
Q1 		$899K Buy
6,117
+5,834
+2,061% +$844K 0.14% 77
2024
Q4 		$37K Sell
283
-941
-77% -$132K 0.01% 326
2024
Q3 		$343K Sell
1,224
-34,174
-97% -$5.52M 0.09% 122
2024
Q2 		$1.63M Buy
35,398
+34,714
+5,075% +$5.22M 0.31% 44
2024
Q1 		$93K Sell
684
-19,555
-97% -$2.59M 0.02% 206
2023
Q4 		$2.72M Buy
20,239
+19,956
+7,052% +$2.59M 0.25% 74
2023
Q3 		$38K Sell
283
-36,175
-99% -$4.94M ﹤0.01% 311
2023
Q2 		$5.22M Sell
36,458
-5,073
-12% -$746K 0.68% 23
2023
Q1 		$5.76M Buy
41,531
+40,981
+7,451% +$5.51M 0.47% 41
2022
Q4 		$75K Sell
550
-734
-57% -$92K ﹤0.01% 651
2022
Q3 		$141K Buy
1,284
+1,234
+2,468% +$157K 0.01% 481
2022
Q2 		$7K Sell
50
-1,874
-97% -$246K ﹤0.01% 857
2022
Q1 		$255K Sell
1,924
-976
-34% -$117K 0.03% 336
2021
Q4 		$338K Hold
2,900
– – 0.02% 461
2021
Q3 		$348K Sell
2,900
-8,250
-74% -$960K 0.03% 491
2021
Q2 		$1.34M Sell
11,150
-3,750
-25% -$411K 0.11% 200
2021
Q1 		$1.48M Buy
+14,900
New +$1.5M 0.16% 142
2020
Q4 		– Sell
-2,050
Closed -$225K – 553
2020
Q3 		$225K Buy
+2,050
New +$228K 0.02% 308
2020
Q1 		– Sell
-10,450
Closed -$1.04M – 299
2019
Q4 		$1.04M Sell
10,450
-50
-0.5% -$4.71K 0.08% 206
2019
Q3 		$936K Sell
10,500
-600
-5% -$52K 0.08% 139
2019
Q2 		$916K Sell
11,100
-6,350
-36% -$498K 0.11% 145
2019
Q1 		$1.41M Buy
17,450
+7,950
+84% +$627K 0.26% 65
2018
Q4 		$722K Sell
9,500
-550
-5% -$42.9K 0.06% 168
2018
Q3 		$795K Sell
10,050
-8,550
-46% -$647K 0.3% 53
2018
Q2 		$1.31M Sell
18,600
-600
-3% -$43.2K 0.19% 71
2018
Q1 		$1.34M Buy
+19,200
New +$1.33M 0.33% 46
2017
Q2 		– Sell
-3,417
Closed -$213K – 242
2017
Q1 		$213K Buy
+3,417
New +$199K 0.06% 271
2015
Q4 		– Sell
-1,350
Closed -$88.5K – 286
2015
Q3 		$86K Sell
1,350
-250
-16% -$16.4K 0.06% 125
2015
Q2 		$102K Sell
1,600
-900
-36% -$61.6K 0.05% 124
2015
Q1 		$171K Buy
2,500
+1,000
+67% +$69.5K 0.13% 93
2014
Q4 		$106K Sell
1,500
-100
-6% -$7.16K 0.03% 264
2014
Q3 		$114K Buy
1,600
+400
+33% +$29.3K 0.03% 284
2014
Q2 		$89K Sell
1,200
-600
-33% -$43.4K 0.03% 247
2014
Q1 		$117K Buy
1,800
+1,300
+260% +$84K 0.07% 130
2013
Q4 		$30K Sell
500
-1,100
-69% -$59.8K 0.01% 298
2013
Q3 		$83K Buy
1,600
+600
+60% +$30.1K 0.03% 165
2013
Q2 		$47K Buy
+1,000
New +$50.9K 0.02% 191

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 Securities Group's AZN Position: Q2 2026 in Review

Summit Securities Group sold out of AstraZeneca (AZN) in Q2 2026, closing a stake of 550 shares — an estimated $108K sold.

Summit Securities Group first reported a position in AZN in Q2 2013 and held it in 40 quarters. The position peaked at $5.76M in Q1 2023. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Summit Securities Group reported no remaining AstraZeneca position as of Q2 2026 after selling out during the quarter.
  • Summit Securities Group sold 550 AstraZeneca shares in Q2 2026, an estimated $108K.
  • Summit Securities Group first reported a position in AstraZeneca in Q2 2013 and held it in 40 quarters.
  • Summit Securities Group's AstraZeneca position peaked at $5.76M in Q1 2023.
  • 1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

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