Diversified Trust’s Amazon AMZN Stock Holding History

Diversified Trust’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	$62.3M	Sell	261,270 -14,428	-5%	-$3.62M	1%	16
2026 Q1	$57.4M	Buy	275,698 +31,554	+13%	+$6.95M	1.07%	16
2025 Q4	$56.4M	Sell	244,144 -8,768	-3%	-$2.01M	1.04%	16
2025 Q3	$55.5M	Sell	252,912 -4,167	-2%	-$943K	1.11%	17
2025 Q2	$56.4M	Sell	257,079 -1,672	-0.6%	-$331K	1.25%	16
2025 Q1	$49.2M	Buy	258,751 +6,727	+3%	+$1.46M	1.22%	15
2024 Q4	$55.3M	Buy	252,024 +6,220	+3%	+$1.27M	1.35%	15
2024 Q3	$45.8M	Sell	245,804 -14,018	-5%	-$2.56M	1.15%	15
2024 Q2	$50.2M	Buy	259,822 +20,770	+9%	+$3.82M	1.42%	14
2024 Q1	$43.1M	Buy	239,052 +22,302	+10%	+$3.72M	1.3%	14
2023 Q4	$32.9M	Buy	216,750 +2,611	+1%	+$366K	1.11%	14
2023 Q3	$27.2M	Buy	214,139 +8,984	+4%	+$1.2M	1.03%	15
2023 Q2	$26.7M	Buy	205,155 +9,276	+5%	+$1.06M	0.98%	17
2023 Q1	$20.2M	Buy	195,879 +7,091	+4%	+$685K	0.79%	21
2022 Q4	$15.9M	Buy	188,788 +9,287	+5%	+$917K	0.66%	24
2022 Q3	$20.3M	Buy	179,501 +3,283	+2%	+$415K	0.92%	17
2022 Q2	$18.7M	Sell	176,218 -5,282	-3%	-$661K	0.78%	21
2022 Q1	$29.6M	Buy	181,500 +400	+0.2%	+$61.8K	1.03%	16
2021 Q4	$30.2M	Buy	181,100 +2,860	+2%	+$489K	0.99%	16
2021 Q3	$29.3M	Buy	178,240 +4,360	+3%	+$752K	1.05%	13
2021 Q2	$29.9M	Sell	173,880 -2,380	-1%	-$396K	1.08%	13
2021 Q1	$27.3M	Buy	176,260 +5,980	+4%	+$948K	1.05%	14
2020 Q4	$27.7M	Buy	170,280 +7,340	+5%	+$1.17M	1.12%	14
2020 Q3	$25.7M	Buy	162,940 +30,960	+23%	+$4.88M	1.18%	14
2020 Q2	$18.2M	Buy	131,980 +5,220	+4%	+$630K	0.92%	20
2020 Q1	$12.4M	Buy	126,760 +8,480	+7%	+$821K	0.72%	26
2019 Q4	$10.9M	Buy	118,280 +43,220	+58%	+$3.83M	0.49%	29
2019 Q3	$6.51M	Buy	75,060 +5,680	+8%	+$527K	0.31%	38
2019 Q2	$6.57M	Buy	69,380 +4,080	+6%	+$380K	0.31%	36
2019 Q1	$5.81M	Buy	65,300 +2,420	+4%	+$201K	0.28%	37
2018 Q4	$4.72M	Buy	62,880 +16,560	+36%	+$1.38M	0.26%	42
2018 Q3	$4.64M	Sell	46,320 -1,800	-4%	-$169K	0.23%	42
2018 Q2	$4.09M	Sell	48,120 -10,140	-17%	-$805K	0.26%	40
2018 Q1	$4.22M	Sell	58,260 -440	-0.7%	-$31.5K	0.27%	41
2017 Q4	$3.43M	Buy	58,700 +14,180	+32%	+$780K	0.21%	46
2017 Q3	$2.14M	Sell	44,520 -8,660	-16%	-$425K	0.16%	65
2017 Q2	$2.57M	Buy	53,180 +28,840	+118%	+$1.38M	0.21%	52
2017 Q1	$1.08M	Buy	24,340 +320	+1%	+$13.3K	0.08%	102
2016 Q4	$901K	Buy	24,020 +2,200	+10%	+$86.2K	0.08%	103
2016 Q3	$914K	Sell	21,820 -81,220	-79%	-$3.11M	0.11%	132
2016 Q2	$3.69M	Sell	103,040 -3,260	-3%	-$110K	0.43%	35
2016 Q1	$3.15M	Sell	106,300 -7,440	-7%	-$211K	0.35%	58
2015 Q4	$3.84M	Sell	113,740 -41,240	-27%	-$1.3M	0.41%	45
2015 Q3	$3.97M	Buy	154,980 +46,440	+43%	+$1.17M	0.43%	36
2015 Q2	$2.36M	Buy	108,540 +35,960	+50%	+$752K	0.22%	108
2015 Q1	$1.35M	Buy	+72,580	New	+$1.28M	0.12%	188
2014 Q2	$4.35M	Buy	+267,640	New	+$4.23M	0.36%	43
2013 Q4	$5.81M	Sell	291,500 -52,860	-15%	-$950K	0.59%	19
2013 Q3	$5.38M	Buy	344,360 +170,200	+98%	+$2.54M	0.57%	22
2013 Q2	$2.42M	Buy	+174,160	New	+$2.32M	0.29%	42

Other funds holding AMZN

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Diversified Trust's AMZN Position: Q2 2026 in Review

Diversified Trust reduced its Amazon (AMZN) stake by 5.2% in Q2 2026, selling an estimated $3.62M and leaving 261,270 shares worth $62.3M. The position accounts for 1% of the portfolio, ranked #16.

Diversified Trust first reported a position in AMZN in Q2 2013 and has held it in 50 quarters since. 1,587 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Diversified Trust held 261,270 shares of Amazon worth $62.3M as of Q2 2026.
Diversified Trust sold 14,428 Amazon shares in Q2 2026, an estimated $3.62M.
Amazon made up 1% of Diversified Trust's portfolio in Q2 2026, its #16 holding.
Diversified Trust first reported a position in Amazon in Q2 2013 and has held it in 50 quarters since.
1,587 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.