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Intellus Advisors’s Amazon AMZN Stock Holding History

Intellus 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 		$3.93M Sell
16,481
-4,142
-20% -$1.04M 0.48% 29
2026
Q1 		$4.3M Buy
20,623
+965
+5% +$212K 0.59% 27
2025
Q4 		$4.54M Buy
19,658
+2,570
+15% +$588K 0.6% 27
2025
Q3 		$3.75M Sell
17,088
-860
-5% -$195K 0.51% 28
2025
Q2 		$3.94M Buy
17,948
+1,156
+7% +$229K 0.59% 28
2025
Q1 		$3.19M Buy
16,792
+275
+2% +$59.7K 0.56% 31
2024
Q4 		$3.62M Buy
+16,517
New +$3.38M 0.63% 29

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

Intellus Advisors's AMZN Position: Q2 2026 in Review

Intellus Advisors reduced its Amazon (AMZN) stake by 20% in Q2 2026, selling an estimated $1.04M and leaving 16,481 shares worth $3.93M. The position accounts for 0.48% of the portfolio, ranked #29.

Intellus Advisors first reported a position in AMZN in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.54M in Q4 2025. 6,136 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Intellus Advisors held 16,481 shares of Amazon worth $3.93M as of Q2 2026.
  • Intellus Advisors sold 4,142 Amazon shares in Q2 2026, an estimated $1.04M.
  • Amazon made up 0.48% of Intellus Advisors's portfolio in Q2 2026, its #29 holding.
  • Intellus Advisors first reported a position in Amazon in Q4 2024 and has held it in 7 quarters since.
  • Intellus Advisors's Amazon position peaked at $4.54M in Q4 2025.
  • 6,136 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Intellus Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.