AWA
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Aletheian Wealth Advisors’s Amazon AMZN Stock Holding History

Aletheian Wealth 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 		$2.24M Buy
9,380
+673
+8% +$169K 0.95% 24
2026
Q1 		$1.81M Buy
+8,707
New +$1.92M 0.88% 25
2025
Q3 		$2.09M Sell
9,531
-108
-1% -$24.4K 0.97% 24
2025
Q2 		$2.11M Buy
9,639
+605
+7% +$120K 1.04% 22
2025
Q1 		$1.72M Buy
9,034
+964
+12% +$209K 0.97% 24
2024
Q4 		$1.77M Buy
8,070
+617
+8% +$126K 1.05% 22
2024
Q3 		$1.39M Sell
7,453
-10,298
-58% -$1.88M 0.81% 25
2024
Q2 		$3.43M Sell
17,751
-1,469
-8% -$270K 1.81% 11
2024
Q1 		$3.47M Buy
19,220
+8,501
+79% +$1.42M 1.88% 13
2023
Q4 		$1.63M Sell
10,719
-784
-7% -$110K 1.08% 23
2023
Q3 		$1.46M Sell
11,503
-2,433
-17% -$326K 1.12% 24
2023
Q2 		$1.82M Buy
13,936
+7,735
+125% +$883K 1.24% 17
2023
Q1 		$641K Buy
6,201
+121
+2% +$11.7K 0.57% 32
2022
Q4 		$511K Buy
6,080
+1,338
+28% +$132K 0.44% 51
2022
Q3 		$536K Sell
4,742
-1,104
-19% -$140K 0.61% 33
2022
Q2 		$621K Buy
5,846
+826
+16% +$103K 0.63% 32
2022
Q1 		$818K Buy
5,020
+1,400
+39% +$216K 0.78% 30
2021
Q4 		$604K Buy
+3,620
New +$620K 0.59% 34

Other funds holding AMZN

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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

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

Aletheian Wealth Advisors increased its Amazon (AMZN) stake by 7.7% in Q2 2026, buying an estimated $169K and bringing the position to 9,380 shares worth $2.24M. The position accounts for 0.95% of the portfolio, ranked #24.

Aletheian Wealth Advisors first reported a position in AMZN in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.47M in Q1 2024. 1,080 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Aletheian Wealth Advisors held 9,380 shares of Amazon worth $2.24M as of Q2 2026.
  • Aletheian Wealth Advisors bought 673 Amazon shares in Q2 2026, an estimated $169K.
  • Amazon made up 0.95% of Aletheian Wealth Advisors's portfolio in Q2 2026, its #24 holding.
  • Aletheian Wealth Advisors first reported a position in Amazon in Q4 2021 and has held it in 18 quarters since.
  • Aletheian Wealth Advisors's Amazon position peaked at $3.47M in Q1 2024.
  • 1,080 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Aletheian Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.