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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
2024
Q4 		– Sell
-3,250
Closed -$506K – 636
2024
Q3 		$506K Buy
+3,250
New +$525K 0.13% 96
2015
Q4 		– Sell
-26
Closed -$20K – 285
2015
Q3 		$20K Buy
+26
New +$1.71K 0.01% 211

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. 1,502 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.
  • 1,502 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.