Curated Wealth Partners’s Amazon AMZN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.71M Buy
466,154
+434,422
+1,369% +$109M 0.22% 86
2026
Q1
$6.61M Buy
31,732
+2,685
+9% +$591K 0.83% 15
2025
Q4
$6.7M Buy
29,047
+2,538
+10% +$581K 0.72% 15
2025
Q3
$5.82M Sell
26,509
-3,255
-11% -$737K 0.7% 13
2025
Q2
$6.53M Buy
29,764
+4,145
+16% +$820K 0.77% 12
2025
Q1
$4.87M Sell
25,619
-1,730
-6% -$375K 0.63% 11
2024
Q4
$6M Sell
27,349
-1,887
-6% -$386K 0.68% 11
2024
Q3
$5.45M Buy
29,236
+2,879
+11% +$525K 0.7% 12
2024
Q2
$5.09M Buy
+26,357
New +$4.84M 0.71% 12
2024
Q1
Sell
-26,711
Closed -$4.46M 150
2023
Q4
$4.06M Buy
26,711
+1,933
+8% +$271K 0.66% 13
2023
Q3
$3.15M Buy
24,778
+1,773
+8% +$238K 0.57% 13
2023
Q2
$3M Sell
23,005
-1,722
-7% -$197K 0.58% 13
2023
Q1
$2.55M Sell
24,727
-554
-2% -$53.5K 0.57% 13
2022
Q4
$2.12M Buy
25,281
+3,157
+14% +$312K 0.52% 15
2022
Q3
$2.5M Buy
22,124
+274
+1% +$34.6K 0.73% 12
2022
Q2
$2.32M Buy
21,850
+5,190
+31% +$649K 0.68% 13
2022
Q1
$2.78M Hold
16,660
0.94% 9
2021
Q4
$2.78M Sell
16,660
-80
-0.5% -$13.7K 0.9% 10
2021
Q3
$2.75M Buy
16,740
+300
+2% +$51.7K 1.53% 10
2021
Q2
$2.83M Buy
16,440
+340
+2% +$56.5K 1.54% 9
2021
Q1
$2.49M Buy
16,100
+980
+6% +$155K 1.53% 13
2020
Q4
$2.46M Buy
+15,120
New +$2.41M 1.6% 9

Other funds holding AMZN

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

Curated Wealth Partners increased its Amazon (AMZN) stake by 1,369% in Q2 2026, buying an estimated $109M and bringing the position to 466,154 shares worth $1.71M. The position accounts for 0.22% of the portfolio, ranked #86.

Curated Wealth Partners first reported a position in AMZN in Q4 2020 and has held it in 22 quarters since. The position peaked at $6.7M in Q4 2025. 2,214 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Curated Wealth Partners held 466,154 shares of Amazon worth $1.71M as of Q2 2026.
  • Curated Wealth Partners bought 434,422 Amazon shares in Q2 2026, an estimated $109M.
  • Amazon made up 0.22% of Curated Wealth Partners's portfolio in Q2 2026, its #86 holding.
  • Curated Wealth Partners first reported a position in Amazon in Q4 2020 and has held it in 22 quarters since.
  • Curated Wealth Partners's Amazon position peaked at $6.7M in Q4 2025.
  • 2,214 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

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