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Financial Synergies Wealth Advisors’s Amazon AMZN Stock Holding History

Financial Synergies 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 		$1.35M Buy
5,673
+868
+18% +$218K 0.11% 59
2026
Q1 		$1M Sell
4,805
-95
-2% -$20.9K 0.1% 62
2025
Q4 		$1.13M Buy
4,900
+744
+18% +$170K 0.11% 53
2025
Q3 		$912K Buy
4,156
+117
+3% +$26.5K 0.09% 53
2025
Q2 		$886K Buy
4,039
+194
+5% +$38.4K 0.1% 53
2025
Q1 		$731K Buy
3,845
+375
+11% +$81.4K 0.09% 47
2024
Q4 		$761K Sell
3,470
-174
-5% -$35.6K 0.09% 46
2024
Q3 		$679K Buy
3,644
+275
+8% +$50.2K 0.08% 46
2024
Q2 		$651K Sell
3,369
-26
-0.8% -$4.78K 0.09% 46
2024
Q1 		$612K Buy
3,395
+53
+2% +$8.85K 0.08% 48
2023
Q4 		$281K Buy
3,342
+1
+0% +$140 0.04% 59
2023
Q3 		$425K Sell
3,341
-700
-17% -$93.8K 0.06% 56
2023
Q2 		$527K Sell
4,041
-1
-0% -$114 0.07% 50
2023
Q1 		$417K Buy
4,042
+700
+21% +$67.6K 0.06% 55
2022
Q4 		$281K Hold
3,342
– – 0.04% 59
2022
Q3 		$378K Buy
3,342
+2
+0.1% +$253 0.06% 54
2022
Q2 		$355K Buy
+3,340
New +$418K 0.06% 55
2021
Q4 		– Sell
-2,420
Closed -$397K – 68
2021
Q3 		$397K Buy
+2,420
New +$417K 0.05% 50
2020
Q3 		– Sell
-2,380
Closed -$328K – 61
2020
Q2 		$328K Sell
2,380
-220
-8% -$26.6K 0.11% 44
2020
Q1 		$253K Buy
+2,600
New +$252K 0.14% 31

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
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 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

Financial Synergies Wealth Advisors's AMZN Position: Q2 2026 in Review

Financial Synergies Wealth Advisors increased its Amazon (AMZN) stake by 18% in Q2 2026, buying an estimated $218K and bringing the position to 5,673 shares worth $1.35M. The position accounts for 0.11% of the portfolio, ranked #59.

Financial Synergies Wealth Advisors first reported a position in AMZN in Q1 2020 and has held it in 20 quarters since. 2,502 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Financial Synergies Wealth Advisors held 5,673 shares of Amazon worth $1.35M as of Q2 2026.
  • Financial Synergies Wealth Advisors bought 868 Amazon shares in Q2 2026, an estimated $218K.
  • Amazon made up 0.11% of Financial Synergies Wealth Advisors's portfolio in Q2 2026, its #59 holding.
  • Financial Synergies Wealth Advisors first reported a position in Amazon in Q1 2020 and has held it in 20 quarters since.
  • 2,502 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.