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GoalFusion Wealth Management’s Amazon AMZN Stock Holding History

GoalFusion 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 		$217K Buy
+910
New +$228K 0.09% 31
2025
Q3 		– Sell
-1,638
Closed -$359K – 30
2025
Q2 		$359K Buy
+1,638
New +$324K 0.18% 21

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
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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

GoalFusion Wealth Management opened a new position in Amazon (AMZN) in Q2 2026: 910 shares worth $217K. The stake represents 0.09% of the portfolio and ranks #31 among its holdings. This is a return to the name: GoalFusion Wealth Management previously reported a position in AMZN as recently as Q2 2025.

GoalFusion Wealth Management first reported a position in AMZN in Q2 2025 and has held it in 2 quarters since. The position peaked at $359K in Q2 2025. 1,997 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • GoalFusion Wealth Management held 910 shares of Amazon worth $217K as of Q2 2026.
  • Amazon was a new GoalFusion Wealth Management position in Q2 2026.
  • Amazon made up 0.09% of GoalFusion Wealth Management's portfolio in Q2 2026, its #31 holding.
  • GoalFusion Wealth Management first reported a position in Amazon in Q2 2025 and has held it in 2 quarters since.
  • GoalFusion Wealth Management's Amazon position peaked at $359K in Q2 2025.
  • 1,997 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on GoalFusion Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.