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ShankerValleau Wealth Advisors’s Amazon AMZN Stock Holding History

ShankerValleau Wealth 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 		$619K Sell
2,598
-38
-1% -$9.54K 0.16% 22
2026
Q1 		$549K Hold
2,636
– – 0.15% 23
2025
Q4 		$608K Sell
2,636
-16
-0.6% -$3.66K 0.16% 22
2025
Q3 		$582K Hold
2,652
– – 0.15% 24
2025
Q2 		$582K Hold
2,652
– – 0.17% 22
2025
Q1 		$505K Hold
2,652
– – 0.16% 20
2024
Q4 		$582K Buy
+2,652
New +$543K 0.19% 20

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

ShankerValleau Wealth Advisors's AMZN Position: Q2 2026 in Review

ShankerValleau Wealth Advisors reduced its Amazon (AMZN) stake by 1.4% in Q2 2026, selling an estimated $9.54K and leaving 2,598 shares worth $619K. The position accounts for 0.16% of the portfolio, ranked #22.

ShankerValleau Wealth Advisors first reported a position in AMZN in Q4 2024 and has held it in 7 quarters since. 1,587 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • ShankerValleau Wealth Advisors held 2,598 shares of Amazon worth $619K as of Q2 2026.
  • ShankerValleau Wealth Advisors sold 38 Amazon shares in Q2 2026, an estimated $9.54K.
  • Amazon made up 0.16% of ShankerValleau Wealth Advisors's portfolio in Q2 2026, its #22 holding.
  • ShankerValleau Wealth Advisors first reported a position in Amazon in Q4 2024 and has held it in 7 quarters since.
  • 1,587 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

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