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Everhart Financial Group’s Amazon AMZN Stock Holding History

Everhart 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 		$17.5M Sell
73,488
-1,597
-2% -$401K 1.12% 14
2026
Q1 		$15.6M Buy
75,085
+6,545
+10% +$1.44M 1.33% 10
2025
Q4 		$15.8M Buy
68,540
+7,418
+12% +$1.7M 1.47% 10
2025
Q3 		$13.4M Buy
61,122
+3,546
+6% +$803K 1.35% 12
2025
Q2 		$12.6M Buy
57,576
+706
+1% +$140K 1.46% 12
2025
Q1 		$10.8M Buy
56,870
+3,813
+7% +$827K 1.48% 10
2024
Q4 		$11.6M Buy
53,057
+6,250
+13% +$1.28M 2.4% 7
2024
Q3 		$8.7M Buy
46,807
+3,866
+9% +$705K 1.93% 9
2024
Q2 		$8.28M Buy
42,941
+5,430
+14% +$998K 2.15% 9
2024
Q1 		$6.77M Buy
37,511
+4,784
+15% +$799K 1.97% 9
2023
Q4 		$4.97M Buy
32,727
+2,587
+9% +$363K 1.76% 9
2023
Q3 		$3.83M Buy
30,140
+1,830
+6% +$245K 1.63% 9
2023
Q2 		$3.65M Buy
28,310
+5,995
+27% +$685K 1.51% 13
2023
Q1 		$2.3M Buy
22,315
+8,705
+64% +$841K 1.03% 21
2022
Q4 		$1.14M Sell
13,610
-10,728
-44% -$1.06M 0.57% 37
2022
Q3 		$2.75M Buy
24,338
+1,938
+9% +$245K 1.52% 15
2022
Q2 		$2.38M Buy
22,400
+3,760
+20% +$471K 1.45% 16
2022
Q1 		$3.04M Buy
18,640
+4,140
+29% +$640K 1.76% 14
2021
Q4 		$2.42M Buy
14,500
+2,580
+22% +$442K 1.46% 19
2021
Q3 		$1.96M Buy
11,920
+1,400
+13% +$241K 1.34% 20
2021
Q2 		$1.81M Buy
10,520
+6,560
+166% +$1.09M 1.25% 22
2021
Q1 		$612K Buy
3,960
+200
+5% +$31.7K 0.54% 39
2020
Q4 		$611K Buy
+3,760
New +$600K 0.56% 38

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
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
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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

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

Everhart Financial Group reduced its Amazon (AMZN) stake by 2.1% in Q2 2026, selling an estimated $401K and leaving 73,488 shares worth $17.5M. The position accounts for 1.12% of the portfolio, ranked #14.

Everhart Financial Group first reported a position in AMZN in Q4 2020 and has held it in 23 quarters since. 1,080 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Everhart Financial Group held 73,488 shares of Amazon worth $17.5M as of Q2 2026.
  • Everhart Financial Group sold 1,597 Amazon shares in Q2 2026, an estimated $401K.
  • Amazon made up 1.12% of Everhart Financial Group's portfolio in Q2 2026, its #14 holding.
  • Everhart Financial Group first reported a position in Amazon in Q4 2020 and has held it in 23 quarters since.
  • 1,080 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

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