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4Wealth Advisors’s Amazon AMZN Stock Holding History

4Wealth 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
2026
Q2 		$1.86M Sell
7,763
-419
-5% -$105K 1.43% 16
2026
Q1 		$1.64M Buy
8,182
+746
+10% +$164K 1.4% 19
2025
Q4 		$1.72M Buy
7,436
+343
+5% +$78.5K 1.46% 17
2025
Q3 		$1.56M Buy
7,093
+250
+4% +$56.6K 1.39% 18
2025
Q2 		$1.5M Buy
6,843
+601
+10% +$119K 1.53% 16
2025
Q1 		$1.19M Buy
6,242
+316
+5% +$68.6K 1.29% 20
2024
Q4 		$1.3M Buy
+5,926
New +$1.21M 1.3% 20

Other funds holding AMZN

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

4Wealth Advisors's AMZN Position: Q2 2026 in Review

4Wealth Advisors reduced its Amazon (AMZN) stake by 5.1% in Q2 2026, selling an estimated $105K and leaving 7,763 shares worth $1.86M. The position accounts for 1.43% of the portfolio, ranked #16.

4Wealth Advisors first reported a position in AMZN in Q4 2024 and has held it in 7 quarters since. 2,925 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • 4Wealth Advisors held 7,763 shares of Amazon worth $1.86M as of Q2 2026.
  • 4Wealth Advisors sold 419 Amazon shares in Q2 2026, an estimated $105K.
  • Amazon made up 1.43% of 4Wealth Advisors's portfolio in Q2 2026, its #16 holding.
  • 4Wealth Advisors first reported a position in Amazon in Q4 2024 and has held it in 7 quarters since.
  • 2,925 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on 4Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.