VERITY Wealth Advisors’s Amazon AMZN Stock Holding History

VERITY 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	$424K	Hold	1,780	–	–	0.26%	55
2026 Q1	$371K	Hold	1,780	–	–	0.25%	60
2025 Q4	$411K	Hold	1,780	–	–	0.25%	60
2025 Q3	$391K	Hold	1,780	–	–	0.25%	61
2025 Q2	$391K	Hold	1,780	–	–	0.26%	63
2025 Q1	$339K	Hold	1,780	–	–	0.25%	59
2024 Q4	$391K	Sell	1,780 -440	-20%	-$90K	0.28%	58
2024 Q3	$414K	Hold	2,220	–	–	0.29%	59
2024 Q2	$429K	Hold	2,220	–	–	0.32%	55
2024 Q1	$400K	Buy	2,220 +300	+16%	+$50.1K	0.31%	56
2023 Q4	$292K	Hold	1,920	–	–	0.25%	60
2023 Q3	$244K	Hold	1,920	–	–	0.23%	63
2023 Q2	$250K	Buy	+1,920	New	+$219K	0.22%	62
2023 Q1	–	Sell	-2,440	Closed	-$205K	–	74
2022 Q4	$205K	Hold	2,440	–	–	0.2%	70
2022 Q3	$276K	Hold	2,440	–	–	0.28%	57
2022 Q2	$259K	Buy	2,440 +440	+22%	+$55.1K	0.25%	58
2022 Q1	$326K	Hold	2,000	–	–	0.29%	51
2021 Q4	$333K	Hold	2,000	–	–	0.28%	51
2021 Q3	$329K	Buy	2,000 +220	+12%	+$37.9K	0.29%	45
2021 Q2	$306K	Hold	1,780	–	–	0.28%	47
2021 Q1	$275K	Hold	1,780	–	–	0.24%	49
2020 Q4	$290K	Buy	1,780 +300	+20%	+$47.9K	0.26%	45
2020 Q3	$233K	Hold	1,480	–	–	0.24%	46
2020 Q2	$204K	Buy	+1,480	New	+$179K	0.22%	48

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

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

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

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

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

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

VERITY Wealth Advisors held its Amazon (AMZN) position steady in Q2 2026 at 1,780 shares worth $424K. The position accounts for 0.26% of the portfolio, ranked #55.

VERITY Wealth Advisors first reported a position in AMZN in Q2 2020 and has held it in 24 quarters since. The position peaked at $429K in Q2 2024. 1,587 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

VERITY Wealth Advisors held 1,780 shares of Amazon worth $424K as of Q2 2026.
VERITY Wealth Advisors left its Amazon share count unchanged in Q2 2026.
Amazon made up 0.26% of VERITY Wealth Advisors's portfolio in Q2 2026, its #55 holding.
VERITY Wealth Advisors first reported a position in Amazon in Q2 2020 and has held it in 24 quarters since.
VERITY Wealth Advisors's Amazon position peaked at $429K in Q2 2024.
1,587 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on VERITY Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.