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Fortis Group Advisors’s Amazon AMZN Stock Holding History

Fortis Group Advisors’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 		$8.7M Sell
36,506
-1,101
-3% -$276K 1.39% 14
2026
Q1 		$9.93M Buy
37,607
+573
+2% +$126K 1.64% 12
2025
Q4 		$8.86M Buy
37,034
+1,108
+3% +$253K 1.49% 12
2025
Q3 		$8.76M Sell
35,926
-326
-0.9% -$73.8K 1.51% 14
2025
Q2 		$8.48M Sell
36,252
-3,819
-10% -$756K 1.54% 11
2025
Q1 		$7.62M Sell
40,071
-2,692
-6% -$584K 1.48% 12
2024
Q4 		$9.38M Sell
42,763
-2,225
-5% -$455K 1.75% 12
2024
Q3 		$8.38M Sell
44,988
-820
-2% -$150K 1.55% 17
2024
Q2 		$8.85M Sell
45,808
-6,630
-13% -$1.22M 1.76% 17
2024
Q1 		$9.46M Buy
52,438
+44,663
+574% +$7.46M 1.74% 15
2023
Q4 		$876K Buy
7,775
+750
+11% +$105K 0.22% 52
2023
Q3 		$743K Sell
7,025
-5,888
-46% -$789K 0.23% 52
2023
Q2 		$1.68M Buy
12,913
+6,652
+106% +$760K 0.45% 42
2023
Q1 		$660K Buy
+6,261
New +$605K 0.2% 58
2020
Q3 		$14.9M Buy
+94,440
New +$14.9M 2.88% 9

Other funds holding AMZN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fortis Group Advisors's AMZN Position: Q2 2026 in Review

Fortis Group Advisors reduced its Amazon (AMZN) stake by 2.9% in Q2 2026, selling an estimated $276K and leaving 36,506 shares worth $8.7M. The position accounts for 1.39% of the portfolio, ranked #14.

Fortis Group Advisors first reported a position in AMZN in Q3 2020 and has held it in 15 quarters since. The position peaked at $14.9M in Q3 2020. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Fortis Group Advisors held 36,506 shares of Amazon worth $8.7M as of Q2 2026.
  • Fortis Group Advisors sold 1,101 Amazon shares in Q2 2026, an estimated $276K.
  • Amazon made up 1.39% of Fortis Group Advisors's portfolio in Q2 2026, its #14 holding.
  • Fortis Group Advisors first reported a position in Amazon in Q3 2020 and has held it in 15 quarters since.
  • Fortis Group Advisors's Amazon position peaked at $14.9M in Q3 2020.
  • 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.