Summit Wealth Group (Colorado)’s AstraZeneca AZN Stock Holding History

Summit Wealth Group (Colorado)’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	$218K	Buy	+1,149	New	+$216K	0.02%	362

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 Wealth Group (Colorado)'s AZN Position: Q2 2026 in Review

Summit Wealth Group (Colorado) opened a new position in AstraZeneca (AZN) in Q2 2026: 1,149 shares worth $218K. The stake represents 0.02% of the portfolio and ranks #362 among its holdings.

1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Summit Wealth Group (Colorado) held 1,149 shares of AstraZeneca worth $218K as of Q2 2026.
AstraZeneca was a new Summit Wealth Group (Colorado) position in Q2 2026.
AstraZeneca made up 0.02% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #362 holding.
1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.