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Arista Wealth Management’s Amazon AMZN Stock Holding History

Arista Wealth Management’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 		$10.6M Sell
44,483
-330
-0.7% -$82.8K 1.14% 16
2026
Q1 		$9.33M Buy
44,813
+5,023
+13% +$1.11M 1.14% 16
2025
Q4 		$9.18M Sell
39,790
-5,851
-13% -$1.34M 1.13% 19
2025
Q3 		$10M Buy
45,641
+1,609
+4% +$364K 1.25% 17
2025
Q2 		$9.66M Buy
44,032
+25,683
+140% +$5.08M 1.34% 17
2025
Q1 		$3.49M Buy
18,349
+515
+3% +$112K 0.85% 17
2024
Q4 		$3.91M Buy
17,834
+691
+4% +$141K 0.94% 14
2024
Q3 		$3.19M Buy
17,143
+725
+4% +$132K 0.77% 16
2024
Q2 		$3.17M Buy
16,418
+7,466
+83% +$1.37M 0.83% 16
2024
Q1 		$1.61M Sell
8,952
-5,519
-38% -$921K 1.23% 14
2023
Q4 		$2.2M Sell
14,471
-130
-0.9% -$18.2K 0.81% 15
2023
Q3 		$1.86M Sell
14,601
-365
-2% -$48.9K 0.73% 14
2023
Q2 		$1.95M Sell
14,966
-97
-0.6% -$11.1K 0.81% 13
2023
Q1 		$1.56M Sell
15,063
-620
-4% -$59.9K 0.85% 21
2022
Q4 		$1.32M Buy
+15,683
New +$1.55M 0.83% 21

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

Arista Wealth Management's AMZN Position: Q2 2026 in Review

Arista Wealth Management reduced its Amazon (AMZN) stake by 0.74% in Q2 2026, selling an estimated $82.8K and leaving 44,483 shares worth $10.6M. The position accounts for 1.14% of the portfolio, ranked #16.

Arista Wealth Management first reported a position in AMZN in Q4 2022 and has held it in 15 quarters since. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Arista Wealth Management held 44,483 shares of Amazon worth $10.6M as of Q2 2026.
  • Arista Wealth Management sold 330 Amazon shares in Q2 2026, an estimated $82.8K.
  • Amazon made up 1.14% of Arista Wealth Management's portfolio in Q2 2026, its #16 holding.
  • Arista Wealth Management first reported a position in Amazon in Q4 2022 and has held it in 15 quarters since.
  • 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

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