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Clarus Wealth Advisors’s Amazon AMZN Stock Holding History

Clarus Wealth 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 		$2.08M Sell
8,552
-279
-3% -$70K 0.8% 45
2026
Q1 		$1.89M Buy
8,831
+1,221
+16% +$269K 0.8% 41
2025
Q4 		$1.85M Buy
7,610
+239
+3% +$54.7K 0.77% 42
2025
Q3 		$1.62M Sell
7,371
-209
-3% -$47.3K 0.72% 45
2025
Q2 		$1.66M Buy
7,580
+2,107
+38% +$417K 0.77% 39
2025
Q1 		$1.05M Buy
5,473
+989
+22% +$215K 0.56% 43
2024
Q4 		$980K Sell
4,484
-144
-3% -$29.5K 0.49% 50
2024
Q3 		$837K Buy
4,628
+92
+2% +$16.8K 0.43% 51
2024
Q2 		$906K Sell
4,536
-101
-2% -$18.6K 0.48% 46
2024
Q1 		$862K Sell
4,637
-168
-3% -$28K 0.49% 45
2023
Q4 		$738K Buy
+4,805
New +$674K 0.44% 51
2023
Q2 		$714K Buy
+5,504
New +$629K 0.43% 48
2022
Q4 		– Sell
-5,126
Closed -$583K – 118
2022
Q3 		$583K Buy
+5,126
New +$648K 0.42% 46
2022
Q1 		– Sell
-1,300
Closed -$215K – 110
2021
Q4 		$215K Buy
+1,300
New +$222K 0.12% 94
2021
Q2 		– Sell
-11,160
Closed -$1.88M – 103
2021
Q1 		$1.88M Sell
11,160
-3,760
-25% -$596K 1.18% 22
2020
Q4 		$2.32M Hold
14,920
– – 1.54% 15
2020
Q3 		$2.31M Sell
14,920
-200
-1% -$31.5K 1.79% 15
2020
Q2 		$2.27M Sell
15,120
-5,480
-27% -$662K 1.91% 12
2020
Q1 		$1.96M Sell
20,600
-460
-2% -$44.5K 1.96% 8
2019
Q4 		$2M Buy
21,060
+660
+3% +$58.4K 1.32% 15
2019
Q3 		$1.77M Buy
20,400
+10,120
+98% +$938K 1.29% 15
2019
Q2 		$972K Buy
10,280
+180
+2% +$16.8K 0.7% 21
2019
Q1 		$898K Buy
10,100
+360
+4% +$30K 0.67% 20
2018
Q4 		$731K Buy
9,740
+700
+8% +$58.2K 1.15% 10
2018
Q3 		$904K Buy
9,040
+400
+5% +$37.6K 0.59% 21
2018
Q2 		$625K Hold
8,640
– – 0.47% 23
2018
Q1 		$625K Buy
8,640
+780
+10% +$55.8K 0.58% 23
2017
Q4 		$460K Buy
+7,860
New +$432K 0.44% 30

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

Clarus Wealth Advisors's AMZN Position: Q2 2026 in Review

Clarus Wealth Advisors reduced its Amazon (AMZN) stake by 3.2% in Q2 2026, selling an estimated $70K and leaving 8,552 shares worth $2.08M. The position accounts for 0.8% of the portfolio, ranked #45.

Clarus Wealth Advisors first reported a position in AMZN in Q4 2017 and has held it in 28 quarters since. The position peaked at $2.32M in Q4 2020. 2,923 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Clarus Wealth Advisors held 8,552 shares of Amazon worth $2.08M as of Q2 2026.
  • Clarus Wealth Advisors sold 279 Amazon shares in Q2 2026, an estimated $70K.
  • Amazon made up 0.8% of Clarus Wealth Advisors's portfolio in Q2 2026, its #45 holding.
  • Clarus Wealth Advisors first reported a position in Amazon in Q4 2017 and has held it in 28 quarters since.
  • Clarus Wealth Advisors's Amazon position peaked at $2.32M in Q4 2020.
  • 2,923 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Clarus Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.