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Dynamic Advisor Solutions’s Amazon AMZN Stock Holding History

Dynamic Advisor Solutions’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 		$40.4M Sell
169,533
-8,510
-5% -$2.14M 1.14% 10
2026
Q1 		$37.1M Buy
178,043
+4,366
+3% +$961K 1.17% 8
2025
Q4 		$40.1M Sell
173,677
-23,026
-12% -$5.27M 1.29% 9
2025
Q3 		$43.2M Buy
196,703
+4,882
+3% +$1.11M 1.25% 9
2025
Q2 		$42.1M Buy
191,821
+15,214
+9% +$3.01M 1.3% 9
2025
Q1 		$33.6M Buy
176,607
+1,593
+0.9% +$346K 1.11% 12
2024
Q4 		$38.4M Sell
175,014
-7,548
-4% -$1.54M 1.66% 8
2024
Q3 		$34M Buy
182,562
+4,956
+3% +$904K 1.02% 13
2024
Q2 		$34.3M Buy
177,606
+21,406
+14% +$3.93M 1.08% 11
2024
Q1 		$28.2M Sell
156,200
-9,999
-6% -$1.67M 0.95% 11
2023
Q4 		$24.1M Buy
166,199
+10,043
+6% +$1.41M 0.9% 11
2023
Q3 		$19.9M Buy
156,156
+14,273
+10% +$1.91M 0.94% 12
2023
Q2 		$18.5M Sell
141,883
-1,765
-1% -$202K 0.96% 13
2023
Q1 		$14.8M Buy
143,648
+12,312
+9% +$1.19M 0.87% 16
2022
Q4 		$11M Buy
131,336
+14,765
+13% +$1.46M 0.75% 21
2022
Q3 		$13.2M Sell
116,571
-12,949
-10% -$1.64M 1% 17
2022
Q2 		$13.8M Buy
129,520
+7,220
+6% +$903K 1.06% 15
2022
Q1 		$19.9M Buy
122,300
+3,900
+3% +$603K 1.39% 10
2021
Q4 		$19.7M Sell
118,400
-4,660
-4% -$798K 1.41% 8
2021
Q3 		$20.2M Buy
123,060
+18,780
+18% +$3.24M 1.52% 6
2021
Q2 		$17.9M Buy
104,280
+14,120
+16% +$2.35M 1.42% 6
2021
Q1 		$13.9M Sell
90,160
-14,180
-14% -$2.25M 1.29% 9
2020
Q4 		$17M Buy
104,340
+6,040
+6% +$964K 1.59% 4
2020
Q3 		$15.5M Buy
98,300
+14,020
+17% +$2.21M 1.76% 5
2020
Q2 		$11.6M Buy
84,280
+6,400
+8% +$773K 1.57% 8
2020
Q1 		$7.59M Buy
77,880
+3,220
+4% +$312K 1.39% 7
2019
Q4 		$6.9M Buy
74,660
+3,600
+5% +$319K 0.94% 20
2019
Q3 		$6.17M Sell
71,060
-200
-0.3% -$18.5K 0.96% 19
2019
Q2 		$6.75M Buy
71,260
+11,860
+20% +$1.1M 1.08% 12
2019
Q1 		$5.29M Buy
59,400
+5,020
+9% +$418K 1% 18
2018
Q4 		$4.54M Sell
54,380
-2,700
-5% -$224K 0.96% 18
2018
Q3 		$5.72M Buy
57,080
+5,500
+11% +$517K 1.19% 11
2018
Q2 		$4.38M Buy
51,580
+1,980
+4% +$157K 0.99% 15
2018
Q1 		$3.59M Buy
49,600
+19,940
+67% +$1.43M 0.92% 22
2017
Q4 		$1.73M Buy
29,660
+3,140
+12% +$173K 0.57% 60
2017
Q3 		$1.27M Sell
26,520
-1,760
-6% -$86.5K 0.5% 68
2017
Q2 		$1.37M Buy
28,280
+960
+4% +$45.8K 0.53% 64
2017
Q1 		$1.21M Buy
27,320
+4,960
+22% +$207K 0.47% 67
2016
Q4 		$838K Buy
22,360
+4,860
+28% +$190K 0.33% 88
2016
Q3 		$733K Buy
17,500
+2,880
+20% +$110K 0.28% 115
2016
Q2 		$523K Buy
14,620
+5,600
+62% +$189K 0.21% 122
2016
Q1 		$268K Sell
9,020
-1,420
-14% -$40.3K 0.11% 175
2015
Q4 		$353K Buy
10,440
+1,460
+16% +$46K 0.15% 161
2015
Q3 		$230K Buy
+8,980
New +$227K 0.12% 159
2014
Q2 		– Sell
-50,040
Closed -$846K – 199
2014
Q1 		$846K Buy
50,040
+3,420
+7% +$63.5K 0.58% 53
2013
Q4 		$930K Buy
+46,620
New +$838K 0.69% 40

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
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
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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Dynamic Advisor Solutions's AMZN Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its Amazon (AMZN) stake by 4.8% in Q2 2026, selling an estimated $2.14M and leaving 169,533 shares worth $40.4M. The position accounts for 1.14% of the portfolio, ranked #10.

Dynamic Advisor Solutions first reported a position in AMZN in Q4 2013 and has held it in 46 quarters since. The position peaked at $43.2M in Q3 2025. 1,080 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Dynamic Advisor Solutions held 169,533 shares of Amazon worth $40.4M as of Q2 2026.
  • Dynamic Advisor Solutions sold 8,510 Amazon shares in Q2 2026, an estimated $2.14M.
  • Amazon made up 1.14% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #10 holding.
  • Dynamic Advisor Solutions first reported a position in Amazon in Q4 2013 and has held it in 46 quarters since.
  • Dynamic Advisor Solutions's Amazon position peaked at $43.2M in Q3 2025.
  • 1,080 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.