VIA
AMZN icon

Virtus Investment Advisers’s Amazon AMZN Stock Holding History

Virtus Investment Advisers’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 		$1.65M Buy
+6,903
New +$1.73M 0.38% 100
2026
Q1 		– Sell
-8,320
Closed -$1.92M – 455
2025
Q4 		$1.92M Buy
8,320
+454
+6% +$104K 0.52% 63
2025
Q3 		$1.73M Buy
+7,866
New +$1.78M 0.49% 103
2025
Q2 		– Sell
-5,969
Closed -$1.14M – 443
2025
Q1 		$1.14M Buy
5,969
+2,130
+55% +$462K 0.31% 131
2024
Q4 		$842K Buy
3,839
+319
+9% +$65.3K 0.66% 31
2024
Q3 		$656K Sell
3,520
-40
-1% -$7.3K 0.52% 50
2024
Q2 		$688K Buy
3,560
+862
+32% +$158K 0.58% 49
2024
Q1 		$487K Buy
2,698
+805
+43% +$134K 0.35% 82
2023
Q4 		$288K Buy
1,893
+1,500
+382% +$210K 0.22% 135
2023
Q3 		$50K Sell
393
-45
-10% -$6.03K 0.03% 242
2023
Q2 		$57.1K Hold
438
– – 0.04% 259
2023
Q1 		$45.2K Hold
438
– – 0.03% 270
2022
Q4 		$36.8K Hold
438
– – 0.02% 314
2022
Q3 		$49K Buy
+438
New +$55.4K 0.02% 343
2018
Q1 		– Sell
-265,020
Closed -$15.5M – 37
2017
Q4 		$15.5M Sell
265,020
-31,600
-11% -$1.74M 1.69% 2
2017
Q3 		$14.3M Sell
296,620
-29,480
-9% -$1.45M 1.5% 2
2017
Q2 		$15.8M Sell
326,100
-65,400
-17% -$3.12M 1.54% 2
2017
Q1 		$17.4M Sell
391,500
-77,100
-16% -$3.21M 1.53% 2
2016
Q4 		$17.6M Sell
468,600
-62,300
-12% -$2.44M 1.36% 2
2016
Q3 		$22.2M Buy
+530,900
New +$20.3M 1.42% 1

Other funds holding AMZN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Virtus Investment Advisers's AMZN Position: Q2 2026 in Review

Virtus Investment Advisers opened a new position in Amazon (AMZN) in Q2 2026: 6,903 shares worth $1.65M. The stake represents 0.38% of the portfolio and ranks #100 among its holdings. This is a return to the name: Virtus Investment Advisers previously reported a position in AMZN as recently as Q4 2025.

Virtus Investment Advisers first reported a position in AMZN in Q3 2016 and has held it in 20 quarters since. The position peaked at $22.2M in Q3 2016. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Virtus Investment Advisers held 6,903 shares of Amazon worth $1.65M as of Q2 2026.
  • Amazon was a new Virtus Investment Advisers position in Q2 2026.
  • Amazon made up 0.38% of Virtus Investment Advisers's portfolio in Q2 2026, its #100 holding.
  • Virtus Investment Advisers first reported a position in Amazon in Q3 2016 and has held it in 20 quarters since.
  • Virtus Investment Advisers's Amazon position peaked at $22.2M in Q3 2016.
  • 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Virtus Investment Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.