Atria Wealth Solutions’s Amazon AMZN Stock Holding History

Atria Wealth Solutions’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
2025 Q1	–	Sell	-2,100	Closed	-$461K	–	1862
2024 Q4	$461K	Sell	2,100 -300	-13%	-$61.4K	0.01%	1316
2024 Q3	$447K	Sell	2,400 -2,100	-47%	-$383K	﹤0.01%	1298
2024 Q2	$870K	Sell	4,500 -500	-10%	-$91.9K	0.01%	954
2024 Q1	$902K	Buy	+5,000	New	+$835K	0.01%	956
2023 Q4	–	Sell	-2,000	Closed	-$254K	–	1927
2023 Q3	$254K	Buy	+2,000	New	+$268K	﹤0.01%	1521
2023 Q2	–	Sell	-4,900	Closed	-$506K	–	1867
2023 Q1	$506K	Hold	4,900	–	–	0.01%	1130
2022 Q4	$412K	Buy	4,900 +600	+14%	+$59.3K	0.01%	1186
2022 Q3	$486K	Sell	4,300 -376,187	-99%	-$47.5M	0.01%	1037
2022 Q2	$40.4M	Buy	+380,487	New	+$47.6M	0.76%	18

Other funds holding AMZN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Atria Wealth Solutions's AMZN Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Amazon (AMZN) stake by 59% in Q2 2025, selling an estimated $62.8M and leaving 223,202 shares worth $49.2M. The position accounts for 1.11% of the portfolio, ranked #10.

Atria Wealth Solutions first reported a position in AMZN in Q1 2022 and has held it in 14 quarters since. The position peaked at $138M in Q2 2024. 5,554 funds tracked by Wall St. Rank hold AMZN as of Q2 2025.

Atria Wealth Solutions held 223,202 shares of Amazon worth $49.2M as of Q2 2025.
Atria Wealth Solutions sold 317,500 Amazon shares in Q2 2025, an estimated $62.8M.
Amazon made up 1.11% of Atria Wealth Solutions's portfolio in Q2 2025, its #10 holding.
Atria Wealth Solutions first reported a position in Amazon in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's Amazon position peaked at $138M in Q2 2024.
5,554 funds tracked by Wall St. Rank held Amazon as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.