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Ehrlich Financial Group’s Amazon AMZN Stock Holding History

Ehrlich Financial Group’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 		$484K Sell
2,031
-74
-4% -$18.6K 0.25% 80
2026
Q1 		$438K Sell
2,105
-34
-2% -$7.49K 0.25% 81
2025
Q4 		$494K Sell
2,139
-48
-2% -$11K 0.28% 71
2025
Q3 		$480K Buy
2,187
+45
+2% +$10.2K 0.29% 68
2025
Q2 		$470K Buy
2,142
+42
+2% +$8.31K 0.3% 69
2025
Q1 		$400K Buy
2,100
+50
+2% +$10.8K 0.29% 69
2024
Q4 		$450K Sell
2,050
-87
-4% -$17.8K 0.32% 63
2024
Q3 		$398K Hold
2,137
– – 0.28% 63
2024
Q2 		$413K Sell
2,137
-404
-16% -$74.2K 0.33% 58
2024
Q1 		$458K Sell
2,541
-140
-5% -$23.4K 0.39% 58
2023
Q4 		$407K Buy
+2,681
New +$376K 0.41% 60

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
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Ehrlich Financial Group's AMZN Position: Q2 2026 in Review

Ehrlich Financial Group reduced its Amazon (AMZN) stake by 3.5% in Q2 2026, selling an estimated $18.6K and leaving 2,031 shares worth $484K. The position accounts for 0.25% of the portfolio, ranked #80.

Ehrlich Financial Group first reported a position in AMZN in Q4 2023 and has held it in 11 quarters since. The position peaked at $494K in Q4 2025. 2,021 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Ehrlich Financial Group held 2,031 shares of Amazon worth $484K as of Q2 2026.
  • Ehrlich Financial Group sold 74 Amazon shares in Q2 2026, an estimated $18.6K.
  • Amazon made up 0.25% of Ehrlich Financial Group's portfolio in Q2 2026, its #80 holding.
  • Ehrlich Financial Group first reported a position in Amazon in Q4 2023 and has held it in 11 quarters since.
  • Ehrlich Financial Group's Amazon position peaked at $494K in Q4 2025.
  • 2,021 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Ehrlich Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.