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Balance Wealth’s Amazon AMZN Stock Holding History

Balance Wealth’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 		$2.22M Buy
9,333
+914
+11% +$229K 0.59% 39
2026
Q1 		$1.75M Buy
8,419
+1,747
+26% +$385K 0.54% 39
2025
Q4 		$1.54M Sell
6,672
-507
-7% -$116K 0.49% 51
2025
Q3 		$1.58M Buy
7,179
+2,746
+62% +$622K 0.39% 43
2025
Q2 		$973K Buy
4,433
+658
+17% +$130K 0.57% 46
2025
Q1 		$718K Buy
+3,775
New +$819K 0.47% 49

Other funds holding AMZN

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Balance Wealth's AMZN Position: Q2 2026 in Review

Balance Wealth increased its Amazon (AMZN) stake by 11% in Q2 2026, buying an estimated $229K and bringing the position to 9,333 shares worth $2.22M. The position accounts for 0.59% of the portfolio, ranked #39.

Balance Wealth first reported a position in AMZN in Q1 2025 and has held it in 6 quarters since. 2,021 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Balance Wealth held 9,333 shares of Amazon worth $2.22M as of Q2 2026.
  • Balance Wealth bought 914 Amazon shares in Q2 2026, an estimated $229K.
  • Amazon made up 0.59% of Balance Wealth's portfolio in Q2 2026, its #39 holding.
  • Balance Wealth first reported a position in Amazon in Q1 2025 and has held it in 6 quarters since.
  • 2,021 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Balance Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.