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Avantra Family Wealth’s Amazon AMZN Stock Holding History

Avantra Family 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 		$4.73M Buy
19,839
+1,395
+8% +$350K 3.02% 3
2026
Q1 		$3.84M Buy
18,444
+576
+3% +$127K 2.86% 6
2025
Q4 		$4.12M Buy
17,868
+209
+1% +$47.8K 2.99% 5
2025
Q3 		$3.88M Buy
17,659
+4,680
+36% +$1.06M 2.9% 5
2025
Q2 		$2.85M Buy
12,979
+475
+4% +$94K 2.35% 9
2025
Q1 		$2.38M Buy
12,504
+200
+2% +$43.4K 2.28% 4
2024
Q4 		$2.7M Buy
+12,304
New +$2.52M 2.52% 4

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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Avantra Family Wealth's AMZN Position: Q2 2026 in Review

Avantra Family Wealth increased its Amazon (AMZN) stake by 7.6% in Q2 2026, buying an estimated $350K and bringing the position to 19,839 shares worth $4.73M. The position accounts for 3.02% of the portfolio, ranked #3.

Avantra Family Wealth first reported a position in AMZN in Q4 2024 and has held it in 7 quarters since. 2,925 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Avantra Family Wealth held 19,839 shares of Amazon worth $4.73M as of Q2 2026.
  • Avantra Family Wealth bought 1,395 Amazon shares in Q2 2026, an estimated $350K.
  • Amazon made up 3.02% of Avantra Family Wealth's portfolio in Q2 2026, its #3 holding.
  • Avantra Family Wealth first reported a position in Amazon in Q4 2024 and has held it in 7 quarters since.
  • 2,925 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

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