Summitry LLC’s AstraZeneca AZN Stock Holding History

Summitry LLC’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	$303K	Buy	1,599 +92	+6%	+$17.3K	0.01%	241
2026 Q1	$297K	Buy	+1,507	New	+$291K	0.01%	213

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

Summitry LLC's AZN Position: Q2 2026 in Review

Summitry LLC increased its AstraZeneca (AZN) stake by 6.1% in Q2 2026, buying an estimated $17.3K and bringing the position to 1,599 shares worth $303K. The position accounts for 0.01% of the portfolio, ranked #241.

Summitry LLC first reported a position in AZN in Q1 2026 and has held it in 2 quarters since. 1,498 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

Summitry LLC held 1,599 shares of AstraZeneca worth $303K as of Q2 2026.
Summitry LLC bought 92 AstraZeneca shares in Q2 2026, an estimated $17.3K.
AstraZeneca made up 0.01% of Summitry LLC's portfolio in Q2 2026, its #241 holding.
Summitry LLC first reported a position in AstraZeneca in Q1 2026 and has held it in 2 quarters since.
1,498 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Summitry LLC's 13F filing for Q2 2026, filed 21 Jul 2026.