Values Added Financial’s Amazon AMZN Stock Holding History

Values Added Financial’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	$2.91M	Sell	12,194 -20	-0.2%	-$5.02K	1.05%	26
2026 Q1	$2.54M	Buy	12,214 +117	+1%	+$25.8K	1.07%	28
2025 Q4	$2.79M	Sell	12,097 -1,646	-12%	-$377K	1.18%	27
2025 Q3	$3.02M	Buy	13,743 +281	+2%	+$63.6K	1.34%	22
2025 Q2	$2.95M	Buy	13,462 +264	+2%	+$52.2K	1.43%	21
2025 Q1	$2.51M	Buy	13,198 +36	+0.3%	+$7.81K	1.39%	21
2024 Q4	$2.89M	Buy	13,162 +25	+0.2%	+$5.12K	1.67%	19
2024 Q3	$2.45M	Buy	13,137 +111	+0.9%	+$20.3K	1.54%	20
2024 Q2	$2.52M	Buy	13,026 +399	+3%	+$73.3K	1.81%	17
2024 Q1	$2.28M	Sell	12,627 -402	-3%	-$67.1K	1.78%	19
2023 Q4	$1.98M	Sell	13,029 -1,068	-8%	-$150K	1.62%	20
2023 Q3	$1.79M	Buy	14,097 +3,371	+31%	+$452K	1.63%	17
2023 Q2	$1.4M	Buy	+10,726	New	+$1.22M	1.31%	20

Other funds holding AMZN

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

SCI

Starlite Capital INC Dallas, Texas $9.7B AUM

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Values Added Financial's AMZN Position: Q2 2026 in Review

Values Added Financial reduced its Amazon (AMZN) stake by 0.16% in Q2 2026, selling an estimated $5.02K and leaving 12,194 shares worth $2.91M. The position accounts for 1.05% of the portfolio, ranked #26.

Values Added Financial first reported a position in AMZN in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.02M in Q3 2025. 2,612 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Values Added Financial held 12,194 shares of Amazon worth $2.91M as of Q2 2026.
Values Added Financial sold 20 Amazon shares in Q2 2026, an estimated $5.02K.
Amazon made up 1.05% of Values Added Financial's portfolio in Q2 2026, its #26 holding.
Values Added Financial first reported a position in Amazon in Q2 2023 and has held it in 13 quarters since.
Values Added Financial's Amazon position peaked at $3.02M in Q3 2025.
2,612 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Values Added Financial's 13F filing for Q2 2026, filed 27 Jul 2026.