Kovitz Investment Group Partners
AMZN icon

Kovitz Investment Group Partners’s Amazon AMZN Stock Holding History

Kovitz Investment Group Partners’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
2025
Q3 		– Sell
-10,378
Closed -$285K – 1397
2025
Q2 		$285K Buy
10,378
+178
+2% +$35.2K ﹤0.01% 1158
2025
Q1 		$212K Buy
+10,200
New +$2.21M ﹤0.01% 1164

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

Kovitz Investment Group Partners's AMZN Position: Q2 2026 in Review

Kovitz Investment Group Partners increased its Amazon (AMZN) stake by 5.6% in Q2 2026, buying an estimated $4.09M and bringing the position to 306,315 shares worth $73M. The position accounts for 1.62% of the portfolio, ranked #10.

Kovitz Investment Group Partners first reported a position in AMZN in Q3 2017 and has held it in 36 quarters since. The position peaked at $530M in Q3 2025. 6,139 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Kovitz Investment Group Partners held 306,315 shares of Amazon worth $73M as of Q2 2026.
  • Kovitz Investment Group Partners bought 16,311 Amazon shares in Q2 2026, an estimated $4.09M.
  • Amazon made up 1.62% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #10 holding.
  • Kovitz Investment Group Partners first reported a position in Amazon in Q3 2017 and has held it in 36 quarters since.
  • Kovitz Investment Group Partners's Amazon position peaked at $530M in Q3 2025.
  • 6,139 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.