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Alteri Wealth’s Amazon AMZN Stock Holding History

Alteri Wealth’s Portfolio AMZN Stock Details AMZN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.52M Buy
31,571
+3,183
+11% +$799K 2.08% 9
2026
Q1 		$5.91M Sell
28,388
-10
-0% -$2.2K 1.92% 8
2025
Q4 		$6.55M Buy
28,398
+143
+0.5% +$32.7K 2.12% 8
2025
Q3 		$6.2M Buy
28,255
+1,703
+6% +$385K 2.13% 8
2025
Q2 		$5.83M Buy
26,552
+832
+3% +$165K 2.26% 7
2025
Q1 		$4.89M Buy
25,720
+325
+1% +$70.5K 2.15% 7
2024
Q4 		$5.57M Buy
+25,395
New +$5.2M 1.54% 10

Other funds holding AMZN

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Alteri Wealth's AMZN Position: Q2 2026 in Review

Alteri Wealth increased its Amazon (AMZN) stake by 11% in Q2 2026, buying an estimated $799K and bringing the position to 31,571 shares worth $7.52M. The position accounts for 2.08% of the portfolio, ranked #9.

Alteri Wealth first reported a position in AMZN in Q4 2024 and has held it in 7 quarters since. 2,632 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Alteri Wealth held 31,571 shares of Amazon worth $7.52M as of Q2 2026.
  • Alteri Wealth bought 3,183 Amazon shares in Q2 2026, an estimated $799K.
  • Amazon made up 2.08% of Alteri Wealth's portfolio in Q2 2026, its #9 holding.
  • Alteri Wealth first reported a position in Amazon in Q4 2024 and has held it in 7 quarters since.
  • 2,632 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.