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Avant Financial Advisors’s Amazon AMZN Stock Holding History

Avant Financial Advisors’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 		$1.33M Sell
5,593
-95
-2% -$23.8K 0.83% 30
2026
Q1 		$1.18M Buy
5,688
+25
+0.4% +$5.5K 0.83% 30
2025
Q4 		$1.31M Sell
5,663
-230
-4% -$52.6K 0.94% 29
2025
Q3 		$1.29M Buy
5,893
+400
+7% +$90.5K 0.97% 29
2025
Q2 		$1.21M Hold
5,493
– – 0.99% 28
2025
Q1 		$1.05M Buy
5,493
+100
+2% +$21.7K 0.95% 28
2024
Q4 		$1.18M Buy
+5,393
New +$1.1M 1.09% 27

Other funds holding AMZN

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
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
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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Avant Financial Advisors's AMZN Position: Q2 2026 in Review

Avant Financial Advisors reduced its Amazon (AMZN) stake by 1.7% in Q2 2026, selling an estimated $23.8K and leaving 5,593 shares worth $1.33M. The position accounts for 0.83% of the portfolio, ranked #30.

Avant Financial Advisors first reported a position in AMZN in Q4 2024 and has held it in 7 quarters since. 2,011 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Avant Financial Advisors held 5,593 shares of Amazon worth $1.33M as of Q2 2026.
  • Avant Financial Advisors sold 95 Amazon shares in Q2 2026, an estimated $23.8K.
  • Amazon made up 0.83% of Avant Financial Advisors's portfolio in Q2 2026, its #30 holding.
  • Avant Financial Advisors first reported a position in Amazon in Q4 2024 and has held it in 7 quarters since.
  • 2,011 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Avant Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.