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Halbert Hargrove Global Advisors’s Amazon AMZN Stock Holding History

Halbert Hargrove Global 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
2022
Q4 		– Hold
0
– -$452K – 165
2022
Q3 		– Hold
0
– – – 77
2022
Q2 		– Sell
-4,000
Closed -$501K – 79
2022
Q1 		$652K Buy
+4,000
New +$618K 0.04% 69

Other funds holding AMZN

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Halbert Hargrove Global Advisors's AMZN Position: Q2 2026 in Review

Halbert Hargrove Global Advisors increased its Amazon (AMZN) stake by 2.5% in Q2 2026, buying an estimated $29.6K and bringing the position to 4,875 shares worth $1.16M. The position accounts for 0.05% of the portfolio, ranked #45.

Halbert Hargrove Global Advisors first reported a position in AMZN in Q2 2013 and has held it in 49 quarters since. The position peaked at $4.27M in Q2 2021. 2,839 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Halbert Hargrove Global Advisors held 4,875 shares of Amazon worth $1.16M as of Q2 2026.
  • Halbert Hargrove Global Advisors bought 118 Amazon shares in Q2 2026, an estimated $29.6K.
  • Amazon made up 0.05% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #45 holding.
  • Halbert Hargrove Global Advisors first reported a position in Amazon in Q2 2013 and has held it in 49 quarters since.
  • Halbert Hargrove Global Advisors's Amazon position peaked at $4.27M in Q2 2021.
  • 2,839 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.