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Aviso Wealth Management’s Amazon AMZN Stock Holding History

Aviso 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 		$8.22M Buy
34,467
+330
+1% +$82.8K 2.8% 6
2026
Q1 		$7.11M Buy
34,137
+983
+3% +$216K 3.2% 7
2025
Q4 		$7.65M Buy
33,154
+738
+2% +$169K 3.22% 7
2025
Q3 		$7.12M Buy
32,416
+735
+2% +$166K 3.1% 7
2025
Q2 		$6.95M Buy
31,681
+1,019
+3% +$202K 3.25% 7
2025
Q1 		$5.83M Buy
30,662
+498
+2% +$108K 3.1% 7
2024
Q4 		$6.62M Buy
30,164
+379
+1% +$77.5K 3.38% 7
2024
Q3 		$5.55M Buy
29,785
+114
+0.4% +$20.8K 3.01% 7
2024
Q2 		$5.73M Buy
29,671
+511
+2% +$93.9K 3.4% 7
2024
Q1 		$5.26M Buy
29,160
+387
+1% +$64.6K 3.32% 7
2023
Q4 		$4.37M Buy
+28,773
New +$4.03M 3.17% 6

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

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

Aviso Wealth Management increased its Amazon (AMZN) stake by 0.97% in Q2 2026, buying an estimated $82.8K and bringing the position to 34,467 shares worth $8.22M. The position accounts for 2.8% of the portfolio, ranked #6.

Aviso Wealth Management first reported a position in AMZN in Q4 2023 and has held it in 11 quarters since. 6,153 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Aviso Wealth Management held 34,467 shares of Amazon worth $8.22M as of Q2 2026.
  • Aviso Wealth Management bought 330 Amazon shares in Q2 2026, an estimated $82.8K.
  • Amazon made up 2.8% of Aviso Wealth Management's portfolio in Q2 2026, its #6 holding.
  • Aviso Wealth Management first reported a position in Amazon in Q4 2023 and has held it in 11 quarters since.
  • 6,153 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Aviso Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.