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Realta Investment Advisors’s Amazon AMZN Stock Holding History

Realta Investment 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 		$10.8M Sell
45,492
-1,588
-3% -$399K 3.37% 3
2026
Q1 		$9.81M Sell
47,080
-2,318
-5% -$510K 3.4% 3
2025
Q4 		$11.4M Sell
49,398
-1,935
-4% -$443K 3.73% 3
2025
Q3 		$11.3M Buy
51,333
+2,452
+5% +$555K 3.77% 3
2025
Q2 		$10.7M Sell
48,881
-581
-1% -$115K 4.24% 3
2025
Q1 		$9.41M Sell
49,462
-4,284
-8% -$930K 4.29% 3
2024
Q4 		$12M Buy
53,746
+1,875
+4% +$384K 4.94% 3
2024
Q3 		$9.73M Sell
51,871
-53,798
-51% -$9.82M 4.47% 3
2024
Q2 		$20.4M Sell
105,669
-1,550
-1% -$285K 4% 2
2024
Q1 		$19.3M Sell
107,219
-3,345
-3% -$558K 3.99% 2
2023
Q4 		$16.8M Buy
110,564
+1,430
+1% +$200K 3.79% 2
2023
Q3 		$14.2M Sell
109,134
-5,740
-5% -$769K 3.27% 2
2023
Q2 		$15M Sell
114,874
-699
-0.6% -$79.8K 3.27% 2
2023
Q1 		$11.9M Sell
115,573
-5,120
-4% -$495K 2.9% 2
2022
Q4 		$10.1M Sell
120,693
-5,625
-4% -$556K 2.47% 3
2022
Q3 		$14.3M Sell
126,318
-1,120
-0.9% -$142K 3.74% 2
2022
Q2 		$14M Sell
127,438
-6,182
-5% -$774K 3.42% 3
2022
Q1 		$21.8M Buy
133,620
+13,360
+11% +$2.06M 4.34% 3
2021
Q4 		$20M Sell
120,260
-2,380
-2% -$407K 4.41% 2
2021
Q3 		$20.1M Buy
122,640
+5,080
+4% +$876K 4.75% 2
2021
Q2 		$20.2M Buy
117,560
+4,060
+4% +$675K 4.8% 2
2021
Q1 		$17.6M Sell
113,500
-24,260
-18% -$3.85M 4.62% 2
2020
Q4 		$22.4M Buy
137,760
+11,300
+9% +$1.8M 6.35% 2
2020
Q3 		$19.9M Sell
126,460
-2,840
-2% -$448K 6.67% 3
2020
Q2 		$17.8M Buy
129,300
+1,420
+1% +$172K 5.87% 2
2020
Q1 		$12.5M Sell
127,880
-22,840
-15% -$2.21M 5.35% 2
2019
Q4 		$13.6M Buy
150,720
+11,160
+8% +$988K 3.71% 3
2019
Q3 		$12.1M Sell
139,560
-2,940
-2% -$273K 3.28% 3
2019
Q2 		$13.5M Buy
142,500
+93,300
+190% +$8.69M 3.74% 2
2019
Q1 		$4.39M Buy
+49,200
New +$4.09M 2% 2

Other funds holding AMZN

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Realta Investment Advisors's AMZN Position: Q2 2026 in Review

Realta Investment Advisors reduced its Amazon (AMZN) stake by 3.4% in Q2 2026, selling an estimated $399K and leaving 45,492 shares worth $10.8M. The position accounts for 3.37% of the portfolio, ranked #3.

Realta Investment Advisors first reported a position in AMZN in Q1 2019 and has held it in 30 quarters since. The position peaked at $22.4M in Q4 2020. 3,093 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Realta Investment Advisors held 45,492 shares of Amazon worth $10.8M as of Q2 2026.
  • Realta Investment Advisors sold 1,588 Amazon shares in Q2 2026, an estimated $399K.
  • Amazon made up 3.37% of Realta Investment Advisors's portfolio in Q2 2026, its #3 holding.
  • Realta Investment Advisors first reported a position in Amazon in Q1 2019 and has held it in 30 quarters since.
  • Realta Investment Advisors's Amazon position peaked at $22.4M in Q4 2020.
  • 3,093 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.