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Valeo Financial Advisors’s Amazon AMZN Stock Holding History

Valeo 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 		$56.4K Buy
700
+100
+17% +$25.1K ﹤0.01% 809
2026
Q1 		$48K Buy
600
+100
+20% +$22K ﹤0.01% 725
2025
Q4 		$8.4K Sell
500
-200
-29% -$45.8K ﹤0.01% 833
2025
Q3 		$10.2K Buy
700
+500
+250% +$113K ﹤0.01% 821
2025
Q2 		$9.02K Sell
200
-1,100
-85% -$218K ﹤0.01% 778
2025
Q1 		$217K Buy
1,300
+600
+86% +$130K 0.01% 621
2024
Q4 		$149K Buy
700
+400
+133% +$81.8K ﹤0.01% 678
2024
Q3 		$55.9K Sell
300
-500
-63% -$91.2K ﹤0.01% 686
2024
Q2 		$151 Buy
800
+600
+300% +$110K ﹤0.01% 670
2024
Q1 		$35 Sell
200
-1,000
-83% -$167K ﹤0.01% 662
2023
Q4 		$176 Sell
1,200
-700
-37% -$98.1K ﹤0.01% 644
2023
Q3 		$236 Hold
1,900
– – ﹤0.01% 628
2023
Q2 		$247 Buy
1,900
+1,000
+111% +$114K ﹤0.01% 596
2023
Q1 		$93 Hold
900
– – ﹤0.01% 622
2022
Q4 		$76 Sell
900
-3,400
-79% -$336K ﹤0.01% 547
2022
Q3 		$486K Buy
4,300
+100
+2% +$12.6K 0.03% 265
2022
Q2 		$446K Sell
4,200
-21,800
-84% -$2.73M 0.03% 270
2022
Q1 		$4.24M Buy
26,000
+6,000
+30% +$927K 0.22% 70
2021
Q4 		$3.33M Sell
20,000
-12,000
-38% -$2.05M 0.18% 75
2021
Q3 		$5.26M Buy
32,000
+8,000
+33% +$1.38M 0.3% 47
2021
Q2 		$4.13M Buy
24,000
+12,000
+100% +$1.99M 0.25% 62
2021
Q1 		$1.86M Buy
+12,000
New +$1.9M 0.09% 127
2020
Q3 		– Sell
-4,000
Closed -$552K – 1590
2020
Q2 		$552K Buy
+4,000
New +$483K 0.05% 177

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
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
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
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

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

Valeo Financial Advisors reduced its Amazon (AMZN) stake by 0.98% in Q2 2026, selling an estimated $622K and leaving 251,509 shares worth $59.9M. The position accounts for 1.27% of the portfolio, ranked #19.

Valeo Financial Advisors first reported a position in AMZN in Q3 2017 and has held it in 36 quarters since. The position peaked at $157M in Q4 2020. 1,814 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Valeo Financial Advisors held 251,509 shares of Amazon worth $59.9M as of Q2 2026.
  • Valeo Financial Advisors sold 2,477 Amazon shares in Q2 2026, an estimated $622K.
  • Amazon made up 1.27% of Valeo Financial Advisors's portfolio in Q2 2026, its #19 holding.
  • Valeo Financial Advisors first reported a position in Amazon in Q3 2017 and has held it in 36 quarters since.
  • Valeo Financial Advisors's Amazon position peaked at $157M in Q4 2020.
  • 1,814 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.