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Intergy Private Wealth’s Amazon AMZN Stock Holding History

Intergy Private Wealth’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 		$1.36M Buy
5,712
+573
+11% +$144K 0.31% 47
2026
Q1 		$1.07M Buy
5,139
+67
+1% +$14.8K 0.31% 46
2025
Q4 		$1.17M Buy
5,072
+14
+0.3% +$3.2K 0.35% 46
2025
Q3 		$1.11M Buy
5,058
+553
+12% +$125K 0.35% 45
2025
Q2 		$988K Buy
4,505
+640
+17% +$127K 0.34% 44
2025
Q1 		$735K Buy
3,865
+979
+34% +$212K 0.28% 50
2024
Q4 		$633K Buy
2,886
+118
+4% +$24.1K 0.24% 60
2024
Q3 		$516K Buy
2,768
+413
+18% +$75.4K 0.2% 60
2024
Q2 		$455K Buy
2,355
+235
+11% +$43.2K 0.19% 59
2024
Q1 		$382K Buy
2,120
+230
+12% +$38.4K 0.16% 65
2023
Q4 		$287K Sell
1,890
-166
-8% -$23.3K 0.12% 66
2023
Q3 		$261K Sell
2,056
-9
-0.4% -$1.21K 0.13% 64
2023
Q2 		$269K Buy
2,065
+79
+4% +$9.02K 0.13% 64
2023
Q1 		$205K Buy
+1,986
New +$192K 0.11% 67

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
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

Intergy Private Wealth's AMZN Position: Q2 2026 in Review

Intergy Private Wealth increased its Amazon (AMZN) stake by 11% in Q2 2026, buying an estimated $144K and bringing the position to 5,712 shares worth $1.36M. The position accounts for 0.31% of the portfolio, ranked #47.

Intergy Private Wealth first reported a position in AMZN in Q1 2023 and has held it in 14 quarters since. 1,386 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Intergy Private Wealth held 5,712 shares of Amazon worth $1.36M as of Q2 2026.
  • Intergy Private Wealth bought 573 Amazon shares in Q2 2026, an estimated $144K.
  • Amazon made up 0.31% of Intergy Private Wealth's portfolio in Q2 2026, its #47 holding.
  • Intergy Private Wealth first reported a position in Amazon in Q1 2023 and has held it in 14 quarters since.
  • 1,386 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Intergy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.