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VisionPoint Advisory Group’s Amazon AMZN Stock Holding History

VisionPoint Advisory Group’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 		$4.65M Buy
19,529
+2,255
+13% +$566K 0.76% 28
2026
Q1 		$3.6M Sell
17,274
-556
-3% -$122K 0.68% 30
2025
Q4 		$4.12M Sell
17,830
-7,660
-30% -$1.75M 0.8% 28
2025
Q3 		$5.6M Buy
25,490
+825
+3% +$187K 1.12% 16
2025
Q2 		$5.41M Buy
24,665
+9,498
+63% +$1.88M 1.18% 18
2025
Q1 		$2.89M Buy
15,167
+5,876
+63% +$1.28M 0.99% 27
2024
Q4 		$2.05M Buy
9,291
+2,153
+30% +$440K 0.7% 45
2024
Q3 		$1.33M Buy
7,138
+88
+1% +$16.1K 0.45% 66
2024
Q2 		$1.36M Sell
7,050
-3,086
-30% -$567K 0.48% 58
2024
Q1 		$1.83M Buy
10,136
+1,353
+15% +$226K 0.66% 38
2023
Q4 		$1.33M Sell
8,783
-960
-10% -$135K 0.49% 59
2023
Q3 		$1.24M Buy
9,743
+3,557
+58% +$477K 0.53% 56
2023
Q2 		$806K Sell
6,186
-5,910
-49% -$675K 0.33% 74
2023
Q1 		$1.26M Sell
12,096
-3,238
-21% -$313K 0.55% 50
2022
Q4 		$1.53M Sell
15,334
-35,245
-70% -$3.48M 0.63% 39
2022
Q3 		$5.71M Sell
50,579
-5,034
-9% -$636K 2.75% 10
2022
Q2 		$7.82M Buy
55,613
+473
+0.9% +$59.2K 3.09% 9
2022
Q1 		$5.9M Sell
55,140
-12,000
-18% -$1.85M 2.73% 13
2021
Q4 		$10.6M Buy
67,140
+4,920
+8% +$842K 4.63% 2
2021
Q3 		$10.9M Buy
62,220
+14,540
+30% +$2.51M 4.88% 2
2021
Q2 		$8.2M Buy
47,680
+5,100
+12% +$848K 3.65% 3
2021
Q1 		$6.59M Buy
42,580
+8,820
+26% +$1.4M 3.16% 3
2020
Q4 		$5.5M Sell
33,760
-1,700
-5% -$271K 2.77% 6
2020
Q3 		$5.58M Buy
35,460
+8,520
+32% +$1.34M 2.41% 4
2020
Q2 		$4.05M Sell
26,940
-3,640
-12% -$440K 1.64% 7
2020
Q1 		$2.98M Buy
30,580
+1,160
+4% +$112K 1.4% 14
2019
Q4 		$2.72M Buy
29,420
+540
+2% +$47.8K 1.13% 23
2019
Q3 		$2.51M Buy
28,880
+4,620
+19% +$428K 0.69% 25
2019
Q2 		$2.3M Buy
+24,260
New +$2.26M 0.66% 25
2019
Q1 		– Sell
-3,420
Closed -$257K – 130
2018
Q4 		$257K Buy
+3,420
New +$284K 0.08% 90

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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 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
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

VisionPoint Advisory Group's AMZN Position: Q2 2026 in Review

VisionPoint Advisory Group increased its Amazon (AMZN) stake by 13% in Q2 2026, buying an estimated $566K and bringing the position to 19,529 shares worth $4.65M. The position accounts for 0.76% of the portfolio, ranked #28.

VisionPoint Advisory Group first reported a position in AMZN in Q4 2018 and has held it in 30 quarters since. The position peaked at $10.9M in Q3 2021. 1,080 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • VisionPoint Advisory Group held 19,529 shares of Amazon worth $4.65M as of Q2 2026.
  • VisionPoint Advisory Group bought 2,255 Amazon shares in Q2 2026, an estimated $566K.
  • Amazon made up 0.76% of VisionPoint Advisory Group's portfolio in Q2 2026, its #28 holding.
  • VisionPoint Advisory Group first reported a position in Amazon in Q4 2018 and has held it in 30 quarters since.
  • VisionPoint Advisory Group's Amazon position peaked at $10.9M in Q3 2021.
  • 1,080 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.