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Waratah Capital Advisors’s Amazon AMZN Stock Holding History

Waratah Capital 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
Q1 		– Sell
-44,700
Closed -$9.81M – 174
2024
Q4 		$9.81M Buy
+44,700
New +$9.14M 0.33% 84
2024
Q3 		– Sell
-7,900
Closed -$1.53M – 140
2024
Q2 		$1.53M Buy
+7,900
New +$1.45M 0.06% 94
2020
Q3 		– Sell
-1,868,000
Closed -$511K – 167
2020
Q2 		$511K Buy
+1,868,000
New +$226M 0.04% 106

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

Waratah Capital Advisors's AMZN Position: Q2 2026 in Review

Waratah Capital Advisors opened a new position in Amazon (AMZN) in Q2 2026: 107,937 shares worth $25.7M. The stake represents 0.87% of the portfolio and ranks #21 among its holdings. This is a return to the name: Waratah Capital Advisors previously reported a position in AMZN as recently as Q4 2025.

Waratah Capital Advisors first reported a position in AMZN in Q4 2013 and has held it in 29 quarters since. The position peaked at $50.4M in Q2 2021. 6,136 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Waratah Capital Advisors held 107,937 shares of Amazon worth $25.7M as of Q2 2026.
  • Amazon was a new Waratah Capital Advisors position in Q2 2026.
  • Amazon made up 0.87% of Waratah Capital Advisors's portfolio in Q2 2026, its #21 holding.
  • Waratah Capital Advisors first reported a position in Amazon in Q4 2013 and has held it in 29 quarters since.
  • Waratah Capital Advisors's Amazon position peaked at $50.4M in Q2 2021.
  • 6,136 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Waratah Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.