SEC 13F Intelligence

Moneta Group Investment Advisors LLC / AMZN

Moneta Group Investment Advisors LLC’s Amazon Com Inc Position

Does Moneta Group Investment Advisors LLC own Amazon Com Inc (AMZN)? Yes187.6K shares worth $39M (+0.29% of its 13F portfolio) as of Q1 2026, up from 181.1K shares the prior filed quarter.

Position Value
$39M
Q1 2026
Shares
187.6K
% of Portfolio
+0.29%
Quarters Held
29
currently held

Position History AMZN

Reported value by quarter
Q4 ’18: $309,000Q4 ’18Q1 ’19: $548,000Q2 ’19: $631,000Q3 ’19: $1MQ4 ’19: $1MQ4 ’19Q1 ’20: $2MQ2 ’20: $3MQ3 ’20: $4MQ4 ’20: $6MQ4 ’20Q1 ’21: $11MQ2 ’21: $14MQ3 ’21: $13MQ4 ’21: $14MQ4 ’21Q1 ’22: $15MQ2 ’22: $14MQ3 ’22: $11MQ4 ’22: $8MQ4 ’22Q1 ’23: $12MQ2 ’23: $16MQ3 ’23: $15MQ4 ’23: $19MQ4 ’23Q2 ’24: $27MQ3 ’24: $32MQ4 ’24: $40MQ1 ’25: $33MQ1 ’25Q2 ’25: $40MQ3 ’25: $40MQ4 ’25: $42MQ1 ’26: $39MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026187.6K$39M+0.29%
Q4 2025181.1K$42M+0.32%
Q3 2025180.5K$40M+0.31%
Q2 2025183.5K$40M+0.48%
Q1 2025174.2K$33M+0.46%
Q4 2024181.7K$40M+0.56%
Q3 2024171.4K$32M+0.46%
Q2 2024149.4K$27M+0.44%
Q4 2023124.7K$19M+0.37%
Q3 2023120.1K$15M+0.35%
Q2 2023120.2K$16M+0.35%
Q1 2023114.1K$12M+0.28%
Q4 202280.7K$8M+0.23%
Q3 202296.8K$11M+0.42%
Q2 2022128.3K$14M+0.47%
Q1 20224.5K$15M+0.57%
Q4 20214.1K$14M+0.56%
Q3 20214.1K$13M+0.62%
Q2 20213.9K$14M+0.62%
Q1 20213.6K$11M+0.58%
Q4 20201.7K$6M+0.40%
Q3 20201.3K$4M+0.36%
Q2 20201.2K$3M+0.32%
Q1 2020952$2M+0.19%
Q4 2019719$1M+0.11%
Q3 2019766$1M+0.12%
Q2 2019333$631,000+0.06%
Q1 2019308$548,000+0.06%
Q4 2018206$309,000+0.04%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Moneta Group Investment Advisors LLC’s full portfolio or all institutional holders of AMZN.