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McClarren Financial Advisors’s Amazon AMZN Stock Holding History

McClarren Financial 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 		$743K Sell
3,117
-74
-2% -$18.6K 0.38% 42
2026
Q1 		$665K Sell
3,191
-577
-15% -$127K 0.39% 43
2025
Q4 		$737K Buy
3,768
+1,181
+46% +$270K 0.44% 42
2025
Q3 		$701K Sell
2,587
-604
-19% -$137K 0.43% 42
2025
Q2 		$700K Buy
3,191
+780
+32% +$154K 0.46% 42
2025
Q1 		$607K Buy
+2,411
New +$523K 0.4% 43
2024
Q4 		– Sell
-3,344
Closed -$2.01K – 205
2024
Q3 		$2.01K Buy
3,344
+1,219
+57% +$222K 0.25% 30
2024
Q2 		$864K Sell
2,125
-2,300
-52% -$423K 0.6% 27
2024
Q1 		$799K Hold
4,425
– – 0.57% 31
2023
Q4 		$672K Buy
4,425
+1
+0% +$140 0.51% 35
2023
Q3 		$561K Hold
4,424
– – 0.49% 34
2023
Q2 		$576K Buy
4,424
+580
+15% +$66.2K 0.48% 36
2023
Q1 		$394K Hold
3,844
– – 0.36% 46
2022
Q4 		$322K Hold
3,844
– – 0.31% 51
2022
Q3 		$434K Buy
+3,844
New +$486K 0.43% 40
2022
Q2 		– Sell
-4,000
Closed -$652K – 48
2022
Q1 		$652K Hold
4,000
– – 0.47% 31
2021
Q4 		$665K Buy
4,000
+20
+0.5% +$3.42K 0.45% 33
2021
Q3 		$654K Buy
3,980
+100
+3% +$17.2K 0.51% 27
2021
Q2 		$668K Buy
3,880
+20
+0.5% +$3.32K 0.54% 25
2021
Q1 		$598K Hold
3,860
– – 0.53% 26
2020
Q4 		$628K Buy
+3,860
New +$616K 0.6% 25

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

McClarren Financial Advisors's AMZN Position: Q2 2026 in Review

McClarren Financial Advisors reduced its Amazon (AMZN) stake by 2.3% in Q2 2026, selling an estimated $18.6K and leaving 3,117 shares worth $743K. The position accounts for 0.38% of the portfolio, ranked #42.

McClarren Financial Advisors first reported a position in AMZN in Q4 2020 and has held it in 21 quarters since. The position peaked at $864K in Q2 2024. 2,923 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • McClarren Financial Advisors held 3,117 shares of Amazon worth $743K as of Q2 2026.
  • McClarren Financial Advisors sold 74 Amazon shares in Q2 2026, an estimated $18.6K.
  • Amazon made up 0.38% of McClarren Financial Advisors's portfolio in Q2 2026, its #42 holding.
  • McClarren Financial Advisors first reported a position in Amazon in Q4 2020 and has held it in 21 quarters since.
  • McClarren Financial Advisors's Amazon position peaked at $864K in Q2 2024.
  • 2,923 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on McClarren Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.