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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
2025
Q4 		– Sell
-700
Closed -$154K – 840
2025
Q3 		$154K Buy
+700
New +$158K ﹤0.01% 774
2021
Q1 		– Sell
-2,000
Closed -$326K – 2008
2020
Q4 		$326K Buy
+2,000
New +$319K 0.02% 316
2020
Q3 		– Sell
-4,000
Closed -$552K – 1591
2020
Q2 		$552K Buy
+4,000
New +$483K 0.05% 178

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. 1,839 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.
  • 1,839 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.