EWA
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Elevate Wealth Advisory’s Amazon AMZN Stock Holding History

Elevate Wealth Advisory’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 		$383K Buy
1,609
+303
+23% +$76.1K 0.22% 59
2026
Q1 		$272K Buy
1,306
+204
+19% +$44.9K 0.17% 67
2025
Q4 		$254K Buy
1,102
+57
+5% +$13K 0.17% 63
2025
Q3 		$229K Sell
1,045
-44
-4% -$9.96K 0.17% 65
2025
Q2 		$239K Sell
1,089
-245
-18% -$48.5K 0.17% 69
2025
Q1 		$254K Buy
1,334
+61
+5% +$13.2K 0.18% 64
2024
Q4 		$279K Buy
1,273
+113
+10% +$23.1K 0.21% 56
2024
Q3 		$216K Buy
1,160
+2
+0.2% +$365 0.16% 67
2024
Q2 		$224K Buy
+1,158
New +$213K 0.18% 60

Other funds holding AMZN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Elevate Wealth Advisory's AMZN Position: Q2 2026 in Review

Elevate Wealth Advisory increased its Amazon (AMZN) stake by 23% in Q2 2026, buying an estimated $76.1K and bringing the position to 1,609 shares worth $383K. The position accounts for 0.22% of the portfolio, ranked #59.

Elevate Wealth Advisory first reported a position in AMZN in Q2 2024 and has held it in 9 quarters since. 6,143 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Elevate Wealth Advisory held 1,609 shares of Amazon worth $383K as of Q2 2026.
  • Elevate Wealth Advisory bought 303 Amazon shares in Q2 2026, an estimated $76.1K.
  • Amazon made up 0.22% of Elevate Wealth Advisory's portfolio in Q2 2026, its #59 holding.
  • Elevate Wealth Advisory first reported a position in Amazon in Q2 2024 and has held it in 9 quarters since.
  • 6,143 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Elevate Wealth Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.