Advus Financial Partners’s Amazon AMZN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$1.98M Buy
7,948
+460
+6% +$117K 0.56% 39
2026
Q2
$1.78M Buy
7,488
+6,450
+621% +$1.62M 0.51% 45
2026
Q1
$216K Buy
+1,038
New +$229K 0.08% 66
2022
Q2
– Sell
-1,760
Closed -$287K – 61
2022
Q1
$287K Sell
1,760
-2,020
-53% -$312K 0.19% 51
2021
Q4
$630K Sell
3,780
-10,540
-74% -$1.8M 0.45% 25
2021
Q3
$2.39M Buy
+14,320
New +$2.47M 1.32% 20

Other funds holding AMZN

Advus Financial Partners's AMZN Position: Q3 2026 in Review

Advus Financial Partners increased its Amazon (AMZN) stake by 6.1% in Q3 2026, buying an estimated $117K and bringing the position to 7,948 shares worth $1.98M. The position accounts for 0.56% of the portfolio, ranked #39.

Advus Financial Partners first reported a position in AMZN in Q3 2021 and has held it in 6 quarters since. The position peaked at $2.39M in Q3 2021. 2,005 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Advus Financial Partners held 7,948 shares of Amazon worth $1.98M as of Q3 2026.
  • Advus Financial Partners bought 460 Amazon shares in Q3 2026, an estimated $117K.
  • Amazon made up 0.56% of Advus Financial Partners's portfolio in Q3 2026, its #39 holding.
  • Advus Financial Partners first reported a position in Amazon in Q3 2021 and has held it in 6 quarters since.
  • Advus Financial Partners's Amazon position peaked at $2.39M in Q3 2021.
  • 2,005 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Advus Financial Partners's 13F filing for Q3 2026, filed 20 Oct 2026.