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AMZN icon

Advus Financial Partners, LLC’s Amazon AMZN Stock Holding History

Advus Financial Partners, LLC’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 		$4.06M Sell
17,047
-836
-5% -$210K 0.92% 23
2026
Q1 		$3.72M Buy
17,883
+1,198
+7% +$264K 0.93% 24
2025
Q4 		$3.85M Sell
16,685
-1,625
-9% -$372K 0.93% 24
2025
Q3 		$4.02M Sell
18,310
-815
-4% -$184K 0.97% 22
2025
Q2 		$4.2M Sell
19,125
-337
-2% -$66.7K 1.07% 18
2025
Q1 		$3.7M Buy
19,462
+427
+2% +$92.7K 1.04% 21
2024
Q4 		$4.18M Buy
19,035
+1,261
+7% +$258K 1.18% 19
2024
Q3 		$3.31M Sell
17,774
-55
-0.3% -$10K 0.95% 22
2024
Q2 		$3.45M Sell
17,829
-1
-0% -$184 1.05% 20
2024
Q1 		$3.22M Sell
17,830
-448
-2% -$74.8K 0.99% 20
2023
Q4 		$2.78M Sell
18,278
-130
-0.7% -$18.2K 0.95% 21
2023
Q3 		$2.34M Buy
18,408
+348
+2% +$46.6K 0.92% 25
2023
Q2 		$2.35M Buy
18,060
+509
+3% +$58.1K 0.91% 25
2023
Q1 		$1.81M Sell
17,551
-135
-0.8% -$13K 0.75% 28
2022
Q4 		$1.49M Sell
17,686
-98
-0.6% -$9.68K 0.65% 31
2022
Q3 		$2.01M Buy
17,784
+2,403
+16% +$304K 1.07% 23
2022
Q2 		$1.63M Buy
15,381
+981
+7% +$123K 0.86% 26
2022
Q1 		$2.35M Buy
+14,400
New +$2.23M 1.2% 18
2021
Q3 		$2.39M Buy
+14,320
New +$2.47M 1.32% 20

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

Advus Financial Partners, LLC's AMZN Position: Q2 2026 in Review

Advus Financial Partners, LLC reduced its Amazon (AMZN) stake by 4.7% in Q2 2026, selling an estimated $210K and leaving 17,047 shares worth $4.06M. The position accounts for 0.92% of the portfolio, ranked #23.

Advus Financial Partners, LLC first reported a position in AMZN in Q3 2021 and has held it in 19 quarters since. The position peaked at $4.2M in Q2 2025. 6,119 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Advus Financial Partners, LLC held 17,047 shares of Amazon worth $4.06M as of Q2 2026.
  • Advus Financial Partners, LLC sold 836 Amazon shares in Q2 2026, an estimated $210K.
  • Amazon made up 0.92% of Advus Financial Partners, LLC's portfolio in Q2 2026, its #23 holding.
  • Advus Financial Partners, LLC first reported a position in Amazon in Q3 2021 and has held it in 19 quarters since.
  • Advus Financial Partners, LLC's Amazon position peaked at $4.2M in Q2 2025.
  • 6,119 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.