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BSW Wealth Partners’s Amazon AMZN Stock Holding History

BSW Wealth Partners’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
2024
Q4 		– Sell
-31,174
Closed -$5.81M – 310
2024
Q3 		$5.81M Buy
+31,174
New +$5.69M 0.87% 25

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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

BSW Wealth Partners's AMZN Position: Q2 2026 in Review

BSW Wealth Partners reduced its Amazon (AMZN) stake by 2.4% in Q2 2026, selling an estimated $174K and leaving 27,902 shares worth $6.65M. The position accounts for 0.74% of the portfolio, ranked #25.

BSW Wealth Partners first reported a position in AMZN in Q2 2018 and has held it in 31 quarters since. The position peaked at $7.19M in Q4 2024. 1,409 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • BSW Wealth Partners held 27,902 shares of Amazon worth $6.65M as of Q2 2026.
  • BSW Wealth Partners sold 693 Amazon shares in Q2 2026, an estimated $174K.
  • Amazon made up 0.74% of BSW Wealth Partners's portfolio in Q2 2026, its #25 holding.
  • BSW Wealth Partners first reported a position in Amazon in Q2 2018 and has held it in 31 quarters since.
  • BSW Wealth Partners's Amazon position peaked at $7.19M in Q4 2024.
  • 1,409 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.