Crescent Grove Advisors’s Amazon AMZN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$4.18M Buy
20,087
+285
+1% +$62.8K 0.4% 59
2025
Q4
$4.57M Sell
19,802
-266
-1% -$60.9K 0.42% 52
2025
Q3
$4.41M Buy
20,068
+992
+5% +$225K 0.42% 56
2025
Q2
$4.19M Sell
19,076
-1,559
-8% -$309K 0.41% 53
2025
Q1
$3.93M Sell
20,635
-472
-2% -$102K 0.41% 54
2024
Q4
$4.63M Sell
21,107
-44
-0.2% -$9K 0.46% 47
2024
Q3
$3.94M Buy
21,151
+1,140
+6% +$208K 0.4% 49
2024
Q2
$3.87M Buy
20,011
+1,114
+6% +$205K 0.42% 49
2024
Q1
$3.41M Buy
18,897
+171
+0.9% +$28.5K 0.36% 51
2023
Q4
$2.85M Sell
18,726
-2,150
-10% -$301K 0.32% 52
2023
Q3
$2.65M Sell
20,876
-9,574
-31% -$1.28M 0.33% 53
2023
Q2
$3.97M Sell
30,450
-320
-1% -$36.5K 0.43% 49
2023
Q1
$3.18M Buy
30,770
+9,191
+43% +$888K 0.37% 48
2022
Q4
$1.82M Sell
21,579
-14,727
-41% -$1.45M 0.19% 75
2022
Q3
$4.1M Buy
36,306
+11,416
+46% +$1.44M 0.47% 35
2022
Q2
$2.64M Buy
24,890
+4,750
+24% +$594K 0.28% 46
2022
Q1
$3.28M Buy
20,140
+3,340
+20% +$516K 0.32% 42
2021
Q4
$2.8M Sell
16,800
-18,220
-52% -$3.12M 0.26% 52
2021
Q3
$5.75M Hold
35,020
0.61% 31
2021
Q2
$6.02M Buy
35,020
+3,480
+11% +$578K 0.63% 31
2021
Q1
$4.88M Buy
31,540
+3,600
+13% +$571K 0.57% 31
2020
Q4
$4.55M Buy
27,940
+6,380
+30% +$1.02M 0.59% 33
2020
Q3
$3.39M Buy
21,560
+280
+1% +$44.1K 0.68% 33
2020
Q2
$2.94M Hold
21,280
0.62% 32
2020
Q1
$2.08M Buy
21,280
+1,640
+8% +$159K 0.46% 36
2019
Q4
$1.81M Buy
19,640
+280
+1% +$24.8K 0.32% 50
2019
Q3
$1.68M Buy
19,360
+6,260
+48% +$580K 0.32% 48
2019
Q2
$1.24M Buy
13,100
+4,840
+59% +$451K 0.23% 50
2019
Q1
$735K Buy
8,260
+560
+7% +$46.6K 0.15% 72
2018
Q4
$578K Buy
7,700
+480
+7% +$39.9K 0.12% 90
2018
Q3
$723K Buy
7,220
+800
+12% +$75.2K 0.16% 66
2018
Q2
$546K Buy
6,420
+400
+7% +$31.7K 0.14% 78
2018
Q1
$436K Buy
6,020
+580
+11% +$41.5K 0.11% 88
2017
Q4
$318K Sell
5,440
-1,420
-21% -$78.1K 0.08% 96
2017
Q3
$330K Buy
6,860
+2,100
+44% +$103K 0.08% 92
2017
Q2
$230K Buy
+4,760
New +$227K 0.07% 125

Other funds holding AMZN

Crescent Grove Advisors's AMZN Position: Q1 2026 in Review

Crescent Grove Advisors increased its Amazon (AMZN) stake by 1.4% in Q1 2026, buying an estimated $62.8K and bringing the position to 20,087 shares worth $4.18M. The position accounts for 0.4% of the portfolio, ranked #59.

Crescent Grove Advisors first reported a position in AMZN in Q2 2017 and has held it in 36 quarters since. The position peaked at $6.02M in Q2 2021. 5,983 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Crescent Grove Advisors held 20,087 shares of Amazon worth $4.18M as of Q1 2026.
  • Crescent Grove Advisors bought 285 Amazon shares in Q1 2026, an estimated $62.8K.
  • Amazon made up 0.4% of Crescent Grove Advisors's portfolio in Q1 2026, its #59 holding.
  • Crescent Grove Advisors first reported a position in Amazon in Q2 2017 and has held it in 36 quarters since.
  • Crescent Grove Advisors's Amazon position peaked at $6.02M in Q2 2021.
  • 5,983 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Crescent Grove Advisors's 13F filing for Q1 2026, filed 6 May 2026.