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Emergent Wealth Advisors’s Amazon AMZN Stock Holding History

Emergent Wealth Advisors’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 		$2.46M Buy
9,918
+940
+10% +$236K 1.28% 17
2026
Q1 		$1.87M Buy
8,978
+1,328
+17% +$292K 1.11% 20
2025
Q4 		$1.77M Buy
7,650
+947
+14% +$217K 0.99% 26
2025
Q3 		$1.47M Buy
6,703
+1,192
+22% +$270K 0.85% 27
2025
Q2 		$1.23M Buy
5,511
+97
+2% +$19.2K 0.78% 29
2025
Q1 		$1.03M Buy
5,414
+228
+4% +$49.5K 0.75% 30
2024
Q4 		$1.14M Buy
5,186
+107
+2% +$21.9K 0.82% 25
2024
Q3 		$946K Buy
5,079
+114
+2% +$20.8K 0.7% 31
2024
Q2 		$991K Buy
4,965
+247
+5% +$45.4K 0.8% 26
2024
Q1 		$851K Buy
4,718
+1,102
+30% +$184K 0.73% 26
2023
Q4 		$549K Buy
+3,616
New +$507K 0.51% 37

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

Emergent Wealth Advisors's AMZN Position: Q2 2026 in Review

Emergent Wealth Advisors increased its Amazon (AMZN) stake by 10% in Q2 2026, buying an estimated $236K and bringing the position to 9,918 shares worth $2.46M. The position accounts for 1.28% of the portfolio, ranked #17.

Emergent Wealth Advisors first reported a position in AMZN in Q4 2023 and has held it in 11 quarters since. 6,092 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Emergent Wealth Advisors held 9,918 shares of Amazon worth $2.46M as of Q2 2026.
  • Emergent Wealth Advisors bought 940 Amazon shares in Q2 2026, an estimated $236K.
  • Amazon made up 1.28% of Emergent Wealth Advisors's portfolio in Q2 2026, its #17 holding.
  • Emergent Wealth Advisors first reported a position in Amazon in Q4 2023 and has held it in 11 quarters since.
  • 6,092 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Emergent Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.