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Forteris Wealth Management’s Amazon AMZN Stock Holding History

Forteris Wealth Management’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 		$1.93M Buy
8,081
+200
+3% +$50.2K 1.58% 22
2026
Q1 		$1.64M Buy
7,881
+897
+13% +$197K 1.57% 23
2025
Q4 		$1.61M Buy
+6,984
New +$1.6M 1.59% 22

Other funds holding AMZN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Forteris Wealth Management's AMZN Position: Q2 2026 in Review

Forteris Wealth Management increased its Amazon (AMZN) stake by 2.5% in Q2 2026, buying an estimated $50.2K and bringing the position to 8,081 shares worth $1.93M. The position accounts for 1.58% of the portfolio, ranked #22.

Forteris Wealth Management first reported a position in AMZN in Q4 2025 and has held it in 3 quarters since. 3,954 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Forteris Wealth Management held 8,081 shares of Amazon worth $1.93M as of Q2 2026.
  • Forteris Wealth Management bought 200 Amazon shares in Q2 2026, an estimated $50.2K.
  • Amazon made up 1.58% of Forteris Wealth Management's portfolio in Q2 2026, its #22 holding.
  • Forteris Wealth Management first reported a position in Amazon in Q4 2025 and has held it in 3 quarters since.
  • 3,954 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Forteris Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.