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Clune & Associates’s Amazon AMZN Stock Holding History

Clune & Associates’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 		$2.07M Sell
8,701
-250
-3% -$62.8K 0.31% 56
2026
Q1 		$1.86M Sell
8,951
-142
-2% -$31.3K 0.35% 62
2025
Q4 		$2.1M Buy
9,093
+38
+0.4% +$8.69K 0.45% 58
2025
Q3 		$1.99M Buy
9,055
+223
+3% +$50.5K 0.5% 55
2025
Q2 		$1.94M Sell
8,832
-34
-0.4% -$6.73K 0.53% 54
2025
Q1 		$1.69M Buy
8,866
+1,468
+20% +$319K 0.52% 57
2024
Q4 		$1.62M Buy
+7,398
New +$1.51M 0.54% 54

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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Clune & Associates's AMZN Position: Q2 2026 in Review

Clune & Associates reduced its Amazon (AMZN) stake by 2.8% in Q2 2026, selling an estimated $62.8K and leaving 8,701 shares worth $2.07M. The position accounts for 0.31% of the portfolio, ranked #56.

Clune & Associates first reported a position in AMZN in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.1M in Q4 2025. 1,408 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Clune & Associates held 8,701 shares of Amazon worth $2.07M as of Q2 2026.
  • Clune & Associates sold 250 Amazon shares in Q2 2026, an estimated $62.8K.
  • Amazon made up 0.31% of Clune & Associates's portfolio in Q2 2026, its #56 holding.
  • Clune & Associates first reported a position in Amazon in Q4 2024 and has held it in 7 quarters since.
  • Clune & Associates's Amazon position peaked at $2.1M in Q4 2025.
  • 1,408 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Clune & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.