HTG Investment Advisors’s Amazon AMZN Stock Holding History

HTG Investment 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	$731K	Sell	3,065 -115	-4%	-$28.9K	0.19%	49
2026 Q1	$662K	Sell	3,180 -164	-5%	-$36.1K	0.19%	49
2025 Q4	$772K	Sell	3,344 -378	-10%	-$86.5K	0.24%	37
2025 Q3	$817K	Sell	3,722 -200	-5%	-$45.3K	0.28%	36
2025 Q2	$860K	Buy	3,922 +40	+1%	+$7.92K	0.32%	34
2025 Q1	$739K	Sell	3,882 -126	-3%	-$27.3K	0.31%	37
2024 Q4	$879K	Sell	4,008 -94	-2%	-$19.2K	0.4%	31
2024 Q3	$764K	Sell	4,102 -208	-5%	-$38K	0.36%	32
2024 Q2	$833K	Buy	4,310 +156	+4%	+$28.7K	0.45%	30
2024 Q1	$749K	Sell	4,154 -697	-14%	-$116K	0.43%	32
2023 Q4	$737K	Buy	4,851 +3,140	+184%	+$440K	0.48%	29
2023 Q3	$218K	Buy	+1,711	New	+$229K	0.17%	50

Other funds holding AMZN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

HTG Investment Advisors's AMZN Position: Q2 2026 in Review

HTG Investment Advisors reduced its Amazon (AMZN) stake by 3.6% in Q2 2026, selling an estimated $28.9K and leaving 3,065 shares worth $731K. The position accounts for 0.19% of the portfolio, ranked #49.

HTG Investment Advisors first reported a position in AMZN in Q3 2023 and has held it in 12 quarters since. The position peaked at $879K in Q4 2024. 6,151 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

HTG Investment Advisors held 3,065 shares of Amazon worth $731K as of Q2 2026.
HTG Investment Advisors sold 115 Amazon shares in Q2 2026, an estimated $28.9K.
Amazon made up 0.19% of HTG Investment Advisors's portfolio in Q2 2026, its #49 holding.
HTG Investment Advisors first reported a position in Amazon in Q3 2023 and has held it in 12 quarters since.
HTG Investment Advisors's Amazon position peaked at $879K in Q4 2024.
6,151 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on HTG Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.