AWA
AMZN icon

Aquire Wealth Advisors’s Amazon AMZN Stock Holding History

Aquire 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 		$779K Sell
3,268
-32
-1% -$8.03K 0.18% 29
2026
Q1 		$687K Buy
3,300
+408
+14% +$89.8K 0.18% 29
2025
Q4 		$668K Sell
2,892
-399
-12% -$91.3K 0.17% 28
2025
Q3 		$723K Sell
3,291
-105
-3% -$23.8K 0.18% 28
2025
Q2 		$745K Sell
3,396
-40
-1% -$7.92K 0.2% 27
2025
Q1 		$654K Sell
3,436
-102
-3% -$22.1K 0.2% 28
2024
Q4 		$776K Sell
3,538
-351
-9% -$71.8K 0.24% 27
2024
Q3 		$725K Buy
3,889
+336
+9% +$61.3K 0.23% 26
2024
Q2 		$687K Buy
3,553
+11
+0.3% +$2.02K 0.23% 27
2024
Q1 		$639K Buy
3,542
+11
+0.3% +$1.84K 0.22% 29
2023
Q4 		$537K Hold
3,531
– – 0.2% 29
2023
Q3 		$449K Hold
3,531
– – 0.19% 30
2023
Q2 		$460K Sell
3,531
-394
-10% -$45K 0.18% 30
2023
Q1 		$405K Buy
3,925
+1,111
+39% +$107K 0.18% 31
2022
Q4 		$236K Buy
2,814
+67
+2% +$6.62K 0.12% 32
2022
Q3 		$310K Buy
2,747
+107
+4% +$13.5K 0.18% 31
2022
Q2 		$280K Hold
2,640
– – 0.16% 30
2022
Q1 		$430K Hold
2,640
– – 0.23% 31
2021
Q4 		$440K Buy
+2,640
New +$452K 0.23% 31

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

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

Aquire Wealth Advisors reduced its Amazon (AMZN) stake by 0.97% in Q2 2026, selling an estimated $8.03K and leaving 3,268 shares worth $779K. The position accounts for 0.18% of the portfolio, ranked #29.

Aquire Wealth Advisors first reported a position in AMZN in Q4 2021 and has held it in 19 quarters since. 6,101 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Aquire Wealth Advisors held 3,268 shares of Amazon worth $779K as of Q2 2026.
  • Aquire Wealth Advisors sold 32 Amazon shares in Q2 2026, an estimated $8.03K.
  • Amazon made up 0.18% of Aquire Wealth Advisors's portfolio in Q2 2026, its #29 holding.
  • Aquire Wealth Advisors first reported a position in Amazon in Q4 2021 and has held it in 19 quarters since.
  • 6,101 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Aquire Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.