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
2022 Q2	–	Sell	-600	Closed	-$80K	–	949
2022 Q1	$80K	Sell	600 -1,000	-63%	-$120K	0.01%	546
2021 Q4	$186K	Buy	+1,600	New	+$188K	0.01%	609
2021 Q3	–	Sell	-84	Closed	-$1.01M	–	689
2021 Q2	$1.01M	Sell	84 -1	-1%	-$110	0.08%	252
2021 Q1	$845K	Buy	+85	New	+$8.54K	0.09%	229
2019 Q2	–	Sell	-61	Closed	-$493K	–	322
2019 Q1	$493K	Sell	61 -1	-2%	-$79	0.09%	116
2018 Q4	$471K	Buy	+62	New	+$4.84K	0.04%	204
2018 Q3	–	Sell	-32	Closed	-$225K	–	198
2018 Q2	$225K	Buy	+32	New	+$2.3K	0.03%	197
2015 Q2	–	Sell	-27	Closed	-$19K	–	461
2015 Q1	$19K	Buy	+27	New	+$1.88K	0.01%	248
2014 Q3	–	Sell	-12	Closed	-$1K	–	701
2014 Q2	$1K	Hold	12	–	–	﹤0.01%	518
2014 Q1	$2K	Buy	+12	New	+$775	﹤0.01%	346

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

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.