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EverSource Wealth Advisors’s Amazon AMZN Stock Holding History

EverSource 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 		$33.5M Sell
140,524
-21,619
-13% -$5.43M 1.13% 14
2026
Q1 		$33.8M Buy
162,143
+23,647
+17% +$5.21M 1.03% 16
2025
Q4 		$32M Buy
138,496
+19,129
+16% +$4.38M 1.18% 18
2025
Q3 		$26.2M Buy
119,367
+2,682
+2% +$607K 1.04% 21
2025
Q2 		$25.6M Sell
116,685
-4,473
-4% -$885K 1.16% 17
2025
Q1 		$23.1M Buy
121,158
+15,696
+15% +$3.41M 1.27% 13
2024
Q4 		$23.1M Buy
105,462
+4,584
+5% +$938K 1.3% 12
2024
Q3 		$18.8M Buy
100,878
+7,098
+8% +$1.3M 1.19% 16
2024
Q2 		$17.5M Buy
93,780
+13,967
+17% +$2.57M 1.16% 18
2024
Q1 		$14M Buy
79,813
+9,076
+13% +$1.52M 1.1% 20
2023
Q4 		$10.7M Buy
70,737
+4,349
+7% +$610K 0.98% 21
2023
Q3 		$8.44M Buy
66,388
+1,206
+2% +$162K 0.9% 21
2023
Q2 		$8.5M Buy
65,182
+14,605
+29% +$1.67M 0.94% 20
2023
Q1 		$5.22M Buy
50,577
+10,782
+27% +$1.04M 0.65% 36
2022
Q4 		$3.34M Buy
39,795
+7,067
+22% +$698K 0.51% 52
2022
Q3 		$3.7M Buy
32,728
+1,535
+5% +$194K 0.85% 22
2022
Q2 		$3.31M Buy
31,193
+3,313
+12% +$415K 0.85% 23
2022
Q1 		$4.54M Buy
27,880
+5,660
+25% +$875K 1.15% 18
2021
Q4 		$3.71M Buy
+22,220
New +$3.8M 1.04% 19

Other funds holding AMZN

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Amazon (AMZN) stake by 13% in Q2 2026, selling an estimated $5.43M and leaving 140,524 shares worth $33.5M. The position accounts for 1.13% of the portfolio, ranked #14.

EverSource Wealth Advisors first reported a position in AMZN in Q4 2021 and has held it in 19 quarters since. The position peaked at $33.8M in Q1 2026. 3,093 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • EverSource Wealth Advisors held 140,524 shares of Amazon worth $33.5M as of Q2 2026.
  • EverSource Wealth Advisors sold 21,619 Amazon shares in Q2 2026, an estimated $5.43M.
  • Amazon made up 1.13% of EverSource Wealth Advisors's portfolio in Q2 2026, its #14 holding.
  • EverSource Wealth Advisors first reported a position in Amazon in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Amazon position peaked at $33.8M in Q1 2026.
  • 3,093 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.