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Arcadia Wealth Management (New York)’s Amazon AMZN Stock Holding History

Arcadia Wealth Management (New York)’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 		$536K Buy
2,247
+148
+7% +$37.1K 0.26% 33
2026
Q1 		$437K Buy
2,099
+233
+12% +$51.3K 0.24% 35
2025
Q4 		$431K Buy
1,866
+255
+16% +$58.3K 0.25% 35
2025
Q3 		$354K Sell
1,611
-181
-10% -$41K 0.21% 40
2025
Q2 		$393K Hold
1,792
– – 0.27% 37
2025
Q1 		$341K Sell
1,792
-53
-3% -$11.5K 0.27% 37
2024
Q4 		$405K Buy
+1,845
New +$377K 0.34% 35

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

Arcadia Wealth Management (New York)'s AMZN Position: Q2 2026 in Review

Arcadia Wealth Management (New York) increased its Amazon (AMZN) stake by 7.1% in Q2 2026, buying an estimated $37.1K and bringing the position to 2,247 shares worth $536K. The position accounts for 0.26% of the portfolio, ranked #33.

Arcadia Wealth Management (New York) first reported a position in AMZN in Q4 2024 and has held it in 7 quarters since. 6,151 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Arcadia Wealth Management (New York) held 2,247 shares of Amazon worth $536K as of Q2 2026.
  • Arcadia Wealth Management (New York) bought 148 Amazon shares in Q2 2026, an estimated $37.1K.
  • Amazon made up 0.26% of Arcadia Wealth Management (New York)'s portfolio in Q2 2026, its #33 holding.
  • Arcadia Wealth Management (New York) first reported a position in Amazon in Q4 2024 and has held it in 7 quarters since.
  • 6,151 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Arcadia Wealth Management (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.