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DWR Wealth Management’s Amazon AMZN Stock Holding History

DWR 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 		$1.83M Buy
7,633
+55
+0.7% +$13.8K 1.37% 17
2026
Q1 		$1.52M Buy
7,578
+9
+0.1% +$1.98K 1.32% 17
2025
Q4 		$1.76M Buy
+7,569
New +$1.73M 1.63% 15

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

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

DWR Wealth Management increased its Amazon (AMZN) stake by 0.73% in Q2 2026, buying an estimated $13.8K and bringing the position to 7,633 shares worth $1.83M. The position accounts for 1.37% of the portfolio, ranked #17.

DWR Wealth Management first reported a position in AMZN in Q4 2025 and has held it in 3 quarters since. 1,955 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • DWR Wealth Management held 7,633 shares of Amazon worth $1.83M as of Q2 2026.
  • DWR Wealth Management bought 55 Amazon shares in Q2 2026, an estimated $13.8K.
  • Amazon made up 1.37% of DWR Wealth Management's portfolio in Q2 2026, its #17 holding.
  • DWR Wealth Management first reported a position in Amazon in Q4 2025 and has held it in 3 quarters since.
  • 1,955 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on DWR Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.