GI
AMZN icon

Gradient Investments’s Amazon AMZN Stock Holding History

Gradient Investments’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 		$142M Sell
597,018
-19,671
-3% -$4.94M 1.96% 5
2026
Q1 		$128M Buy
616,689
+8,401
+1% +$1.85M 1.99% 5
2025
Q4 		$140M Buy
608,288
+36,393
+6% +$8.33M 2.23% 4
2025
Q3 		$126M Buy
571,895
+21,587
+4% +$4.89M 2.1% 4
2025
Q2 		$121M Buy
550,308
+6,949
+1% +$1.38M 2.21% 4
2025
Q1 		$103M Buy
543,359
+59,416
+12% +$12.9M 2.09% 3
2024
Q4 		$106M Buy
483,943
+42,101
+10% +$8.61M 2.15% 8
2024
Q3 		$82.3M Buy
441,842
+27,218
+7% +$4.97M 1.72% 11
2024
Q2 		$80.1M Buy
414,624
+21,344
+5% +$3.92M 1.8% 9
2024
Q1 		$70.9M Buy
393,280
+16,452
+4% +$2.75M 1.65% 12
2023
Q4 		$57.3M Buy
376,828
+18,044
+5% +$2.53M 1.38% 15
2023
Q3 		$45.6M Buy
358,784
+15,208
+4% +$2.04M 1.2% 17
2023
Q2 		$44.8M Sell
343,576
-8,213
-2% -$938K 1.15% 18
2023
Q1 		$36.3M Sell
351,789
-32,875
-9% -$3.18M 0.99% 24
2022
Q4 		$32.3M Sell
384,664
-7,726
-2% -$763K 1.02% 22
2022
Q3 		$44.3M Sell
392,390
-22,849
-6% -$2.89M 1.36% 14
2022
Q2 		$44.1M Buy
415,239
+142,679
+52% +$17.9M 1.29% 16
2022
Q1 		$44.4M Buy
272,560
+11,360
+4% +$1.76M 1.14% 18
2021
Q4 		$43.5M Buy
261,200
+19,500
+8% +$3.34M 1.1% 18
2021
Q3 		$39.7M Buy
241,700
+56,300
+30% +$9.71M 1.11% 18
2021
Q2 		$31.9M Buy
185,400
+3,040
+2% +$505K 0.93% 22
2021
Q1 		$28.2M Buy
182,360
+60,780
+50% +$9.63M 0.92% 21
2020
Q4 		$19.1M Sell
121,580
-840
-0.7% -$134K 0.81% 25
2020
Q3 		$19.3M Buy
122,420
+1,180
+1% +$186K 0.81% 25
2020
Q2 		$16.7M Sell
121,240
-10,600
-8% -$1.28M 0.76% 25
2020
Q1 		$12.9M Buy
131,840
+16,740
+15% +$1.62M 0.69% 26
2019
Q4 		$10.6M Buy
115,100
+16,320
+17% +$1.44M 0.47% 59
2019
Q3 		$8.57M Buy
98,780
+26,420
+37% +$2.45M 0.42% 74
2019
Q2 		$6.85M Buy
72,360
+35,820
+98% +$3.34M 0.35% 79
2019
Q1 		$3.25M Buy
36,540
+2,420
+7% +$201K 0.21% 92
2018
Q4 		$2.56M Buy
34,120
+21,900
+179% +$1.82M 0.15% 90
2018
Q3 		$1.22M Sell
12,220
-120
-1% -$11.3K 0.06% 142
2018
Q2 		$1.05M Buy
12,340
+740
+6% +$58.7K 0.06% 140
2018
Q1 		$839K Buy
11,600
+2,960
+34% +$212K 0.05% 143
2017
Q4 		$505K Buy
8,640
+1,140
+15% +$62.7K 0.03% 183
2017
Q3 		$361K Buy
7,500
+2,060
+38% +$101K 0.02% 193
2017
Q2 		$263K Sell
5,440
-2,000
-27% -$95.4K 0.02% 205
2017
Q1 		$330K Buy
7,440
+1,780
+31% +$74.2K 0.03% 156
2016
Q4 		$212K Buy
5,660
+100
+2% +$3.92K 0.02% 180
2016
Q3 		$233K Sell
5,560
-480
-8% -$18.4K 0.02% 175
2016
Q2 		$216K Sell
6,040
-460
-7% -$15.6K 0.02% 176
2016
Q1 		$193K Buy
6,500
+900
+16% +$25.5K 0.02% 174
2015
Q4 		$189K Buy
+5,600
New +$177K 0.03% 174
2015
Q3 		– Sell
-500
Closed -$11K – 590
2015
Q2 		$11K Buy
+500
New +$10.4K ﹤0.01% 369
2014
Q3 		– Sell
-1,840
Closed -$30K – 484
2014
Q2 		$30K Hold
1,840
– – 0.01% 252
2014
Q1 		$31K Sell
1,840
-200
-10% -$3.71K 0.01% 234
2013
Q4 		$41K Buy
2,040
+1,840
+920% +$33.1K 0.01% 239
2013
Q3 		$3K Hold
200
– – ﹤0.01% 372
2013
Q2 		$3K Buy
+200
New +$2.66K ﹤0.01% 334

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

Gradient Investments's AMZN Position: Q2 2026 in Review

Gradient Investments reduced its Amazon (AMZN) stake by 3.2% in Q2 2026, selling an estimated $4.94M and leaving 597,018 shares worth $142M. The position accounts for 1.96% of the portfolio, ranked #5.

Gradient Investments first reported a position in AMZN in Q2 2013 and has held it in 49 quarters since. 1,228 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Gradient Investments held 597,018 shares of Amazon worth $142M as of Q2 2026.
  • Gradient Investments sold 19,671 Amazon shares in Q2 2026, an estimated $4.94M.
  • Amazon made up 1.96% of Gradient Investments's portfolio in Q2 2026, its #5 holding.
  • Gradient Investments first reported a position in Amazon in Q2 2013 and has held it in 49 quarters since.
  • 1,228 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.