AMZN — AMAZON COM INC

Ownership history in Nvest Financial, LLC  ·  16 quarters on record

This page tracks every 13F SEC filing in which Nvest Financial, LLC reported a position in AMAZON COM INC (AMZN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
3.16% (2023 Q1)
Avg. % of fund
2.56%
First filed
2022 Q1
Last filed
2025 Q4
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 26,297 +8,359 +46.6% 2.52% $6.1M $230.82
2025 Q3 REDUCED 17,938 -7,180 -28.6% 2.26% $3.9M $219.57
2025 Q2 ADDED 25,118 +1,322 +5.6% 2.87% $5.5M $219.39
2025 Q1 REDUCED 23,796 -997 -4.0% 2.42% $4.5M $190.26
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AMZN price (monthly, adj. close)

Other funds also holding AMZN

As of 2025 Q4 — sorted by position size

I.G.Y. Ltd 3Y 44.57% Skye Global Management LP 3Y 7Y 38.22% BRIGHTON JONES LLC 3Y 7Y 34.08% ALTAROCK PARTNERS LP 3Y 7Y 33.1% BSN Capital Partners Ltd 3Y 30.13% Nellore Capital Management LLC 3Y 26.28% Kapitalo Investimentos Ltda 24.95% Spark Investment Management LLC 3Y 7Y 24.81% CRITERIA CAIXA, S.A.U. 22.38% MILLER WEALTH ADVISORS, LLC 3Y 21.5%
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