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Omnia Family Wealth’s Amazon AMZN Stock Holding History

Omnia Family 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 		$2.69M Buy
11,305
+318
+3% +$79.8K 0.72% 19
2026
Q1 		$2.29M Sell
10,987
-3,588
-25% -$790K 0.72% 17
2025
Q4 		$3.36M Sell
14,575
-4,230
-22% -$968K 0.99% 17
2025
Q3 		$4.13M Buy
18,805
+144
+0.8% +$32.6K 1.34% 15
2025
Q2 		$4.09M Buy
18,661
+1,543
+9% +$305K 1.48% 14
2025
Q1 		$3.26M Buy
17,118
+2,356
+16% +$511K 1.36% 15
2024
Q4 		$3.24M Buy
14,762
+608
+4% +$124K 1.34% 15
2024
Q3 		$2.64M Buy
14,154
+887
+7% +$162K 1.13% 17
2024
Q2 		$2.56M Buy
13,267
+1,224
+10% +$225K 1.09% 19
2024
Q1 		$2.17M Buy
12,043
+145
+1% +$24.2K 1.02% 18
2023
Q4 		$1.81M Buy
11,898
+1,379
+13% +$193K 0.93% 16
2023
Q3 		$1.34M Buy
10,519
+604
+6% +$80.9K 0.83% 19
2023
Q2 		$1.29M Sell
9,915
-156
-2% -$17.8K 0.88% 17
2023
Q1 		$1.04M Buy
10,071
+284
+3% +$27.4K 0.8% 18
2022
Q4 		$822K Sell
9,787
-1,568
-14% -$155K 0.67% 20
2022
Q3 		$1.28M Buy
11,355
+396
+4% +$50.1K 1.05% 13
2022
Q2 		$1.16M Sell
10,959
-161
-1% -$20.1K 0.86% 17
2022
Q1 		$1.81M Sell
11,120
-80
-0.7% -$12.4K 1.2% 14
2021
Q4 		$1.87M Sell
11,200
-20
-0.2% -$3.42K 1.14% 16
2021
Q3 		$1.84M Sell
11,220
-160
-1% -$27.6K 1.27% 20
2021
Q2 		$1.96M Hold
11,380
– – 1.25% 17
2021
Q1 		$1.76M Buy
11,380
+60
+0.5% +$9.51K 1.31% 17
2020
Q4 		$1.84M Sell
11,320
-40
-0.4% -$6.38K 1.68% 13
2020
Q3 		$1.79M Buy
11,360
+40
+0.4% +$6.31K 1.71% 12
2020
Q2 		$1.56M Buy
11,320
+1,200
+12% +$145K 1.53% 11
2020
Q1 		$987K Buy
10,120
+80
+0.8% +$7.74K 1.03% 16
2019
Q4 		$928K Buy
+10,040
New +$889K 0.43% 31
2019
Q3 		– Sell
-4,120
Closed -$390K – 89
2019
Q2 		$390K Sell
4,120
-40
-1% -$3.73K 0.2% 57
2019
Q1 		$370K Buy
4,160
+300
+8% +$25K 0.18% 55
2018
Q4 		$290K Hold
3,860
– – 0.16% 66
2018
Q3 		$387K Hold
3,860
– – 0.18% 54
2018
Q2 		$328K Hold
3,860
– – 0.15% 57
2018
Q1 		$279K Sell
3,860
-180
-4% -$12.9K 0.13% 68
2017
Q4 		$236K Hold
4,040
– – 0.11% 79
2017
Q3 		$194K Buy
4,040
+1,280
+46% +$62.9K 0.09% 89
2017
Q2 		$134K Hold
2,760
– – 0.06% 105
2017
Q1 		$122K Buy
2,760
+1,200
+77% +$50K 0.06% 107
2016
Q4 		$58K Buy
+1,560
New +$61.1K 0.03% 153

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
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Omnia Family Wealth's AMZN Position: Q2 2026 in Review

Omnia Family Wealth increased its Amazon (AMZN) stake by 2.9% in Q2 2026, buying an estimated $79.8K and bringing the position to 11,305 shares worth $2.69M. The position accounts for 0.72% of the portfolio, ranked #19.

Omnia Family Wealth first reported a position in AMZN in Q4 2016 and has held it in 38 quarters since. The position peaked at $4.13M in Q3 2025. 2,513 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Omnia Family Wealth held 11,305 shares of Amazon worth $2.69M as of Q2 2026.
  • Omnia Family Wealth bought 318 Amazon shares in Q2 2026, an estimated $79.8K.
  • Amazon made up 0.72% of Omnia Family Wealth's portfolio in Q2 2026, its #19 holding.
  • Omnia Family Wealth first reported a position in Amazon in Q4 2016 and has held it in 38 quarters since.
  • Omnia Family Wealth's Amazon position peaked at $4.13M in Q3 2025.
  • 2,513 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Omnia Family Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.