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Catalyst Private Wealth’s Amazon AMZN Stock Holding History

Catalyst Private 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 		$2.34M Buy
9,815
+39
+0.4% +$9.79K 1.13% 19
2026
Q1 		$2.04M Buy
9,776
+404
+4% +$89K 1.1% 21
2025
Q4 		$2.16M Buy
9,372
+456
+5% +$104K 0.94% 21
2025
Q3 		$1.96M Buy
8,916
+192
+2% +$43.5K 0.86% 21
2025
Q2 		$1.91M Buy
8,724
+644
+8% +$127K 0.85% 22
2025
Q1 		$1.54M Buy
8,080
+215
+3% +$46.7K 0.75% 24
2024
Q4 		$1.73M Hold
7,865
– – 0.77% 24
2024
Q3 		$1.47M Buy
7,865
+60
+0.8% +$10.9K 0.72% 25
2024
Q2 		$1.51M Buy
7,805
+163
+2% +$29.9K 0.8% 24
2024
Q1 		$1.38M Sell
7,642
-512
-6% -$85.5K 0.72% 25
2023
Q4 		$1.24M Buy
8,154
+943
+13% +$132K 0.58% 32
2023
Q3 		$917K Sell
7,211
-4
-0.1% -$536 0.54% 35
2023
Q2 		$941K Sell
7,215
-247
-3% -$28.2K 0.59% 34
2023
Q1 		$771K Buy
7,462
+54
+0.7% +$5.22K 0.53% 34
2022
Q4 		$622K Buy
7,408
+119
+2% +$11.8K 0.51% 38
2022
Q3 		$824K Buy
7,289
+40
+0.6% +$5.06K 0.62% 28
2022
Q2 		$770K Buy
7,249
+69
+1% +$8.63K 0.55% 34
2022
Q1 		$1.17M Sell
7,180
-820
-10% -$127K 0.59% 26
2021
Q4 		$1.33M Buy
8,000
+120
+2% +$20.5K 0.57% 18
2021
Q3 		$1.29M Sell
7,880
-180
-2% -$31K 0.55% 16
2021
Q2 		$1.39M Sell
8,060
-1,260
-14% -$209K 0.77% 15
2021
Q1 		$1.44M Buy
9,320
+60
+0.6% +$9.51K 1.01% 13
2020
Q4 		$1.51M Sell
9,260
-120
-1% -$19.1K 1.32% 9
2020
Q3 		$1.48M Buy
+9,380
New +$1.48M 1.43% 9

Other funds holding AMZN

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Catalyst Private Wealth's AMZN Position: Q2 2026 in Review

Catalyst Private Wealth increased its Amazon (AMZN) stake by 0.4% in Q2 2026, buying an estimated $9.79K and bringing the position to 9,815 shares worth $2.34M. The position accounts for 1.13% of the portfolio, ranked #19.

Catalyst Private Wealth first reported a position in AMZN in Q3 2020 and has held it in 24 quarters since. 2,925 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Catalyst Private Wealth held 9,815 shares of Amazon worth $2.34M as of Q2 2026.
  • Catalyst Private Wealth bought 39 Amazon shares in Q2 2026, an estimated $9.79K.
  • Amazon made up 1.13% of Catalyst Private Wealth's portfolio in Q2 2026, its #19 holding.
  • Catalyst Private Wealth first reported a position in Amazon in Q3 2020 and has held it in 24 quarters since.
  • 2,925 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Catalyst Private Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.