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Sincerus Advisory’s Amazon AMZN Stock Holding History

Sincerus Advisory’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 		$464K Buy
1,947
+21
+1% +$5.27K 0.32% 52
2026
Q1 		$401K Buy
1,926
+177
+10% +$39K 0.3% 55
2025
Q4 		$404K Buy
1,749
+71
+4% +$16.2K 0.32% 49
2025
Q3 		$368K Buy
1,678
+113
+7% +$25.6K 0.32% 52
2025
Q2 		$362K Buy
1,565
+118
+8% +$23.4K 0.34% 51
2025
Q1 		$275K Sell
1,447
-82
-5% -$17.8K 0.29% 54
2024
Q4 		$335K Buy
+1,529
New +$313K 0.36% 48

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

Sincerus Advisory's AMZN Position: Q2 2026 in Review

Sincerus Advisory increased its Amazon (AMZN) stake by 1.1% in Q2 2026, buying an estimated $5.27K and bringing the position to 1,947 shares worth $464K. The position accounts for 0.32% of the portfolio, ranked #52.

Sincerus Advisory 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.

  • Sincerus Advisory held 1,947 shares of Amazon worth $464K as of Q2 2026.
  • Sincerus Advisory bought 21 Amazon shares in Q2 2026, an estimated $5.27K.
  • Amazon made up 0.32% of Sincerus Advisory's portfolio in Q2 2026, its #52 holding.
  • Sincerus Advisory 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 Sincerus Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.