Dakota Wealth Management’s Amazon AMZN Stock Holding History

Dakota 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	–	Hold	0	–	–	–	594
2023 Q4	–	Hold	0	–	-$267K	–	661
2023 Q3	–	Hold	0	–	–	–	516
2023 Q2	–	Hold	0	–	–	–	629
2023 Q1	–	Hold	0	–	-$101K	–	618
2022 Q4	–	Hold	0	–	–	–	588
2022 Q3	–	Hold	0	–	–	–	554
2020 Q4	–	Sell	-14,000	Closed	-$2.2M	–	322
2020 Q3	$2.2M	Buy	+14,000	New	+$2.21M	0.35%	80

Other funds holding AMZN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Dakota Wealth Management increased its Amazon (AMZN) stake by 5.1% in Q2 2026, buying an estimated $4.33M and bringing the position to 353,785 shares worth $84.3M. The position accounts for 1.61% of the portfolio, ranked #13.

Dakota Wealth Management first reported a position in AMZN in Q4 2017 and has held it in 35 quarters since. The position peaked at $89.6M in Q4 2024. 6,151 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Dakota Wealth Management held 353,785 shares of Amazon worth $84.3M as of Q2 2026.
Dakota Wealth Management bought 17,252 Amazon shares in Q2 2026, an estimated $4.33M.
Amazon made up 1.61% of Dakota Wealth Management's portfolio in Q2 2026, its #13 holding.
Dakota Wealth Management first reported a position in Amazon in Q4 2017 and has held it in 35 quarters since.
Dakota Wealth Management's Amazon position peaked at $89.6M in Q4 2024.
6,151 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.