Great Point Wealth Advisors’s Amazon AMZN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$479K Hold
2,008
0.08% 49
2026
Q1
$418K Buy
2,008
+114
+6% +$25.1K 0.08% 49
2025
Q4
$437K Sell
1,894
-1,690
-47% -$387K 0.08% 50
2025
Q3
$787K Buy
+3,584
New +$811K 0.15% 41
2025
Q1
$666K Sell
3,499
-210
-6% -$45.6K 0.14% 40
2024
Q4
$814K Hold
3,709
0.18% 41
2024
Q3
$691K Buy
3,709
+236
+7% +$43.1K 0.15% 42
2024
Q2
$671K Hold
3,473
0.15% 41
2024
Q1
$626K Sell
3,473
-40
-1% -$6.68K 0.15% 42
2023
Q4
$534K Buy
3,513
+40
+1% +$5.61K 0.14% 51
2023
Q3
$441K Sell
3,473
-67
-2% -$8.98K 0.13% 50
2023
Q2
$461K Buy
3,540
+260
+8% +$29.7K 0.14% 46
2023
Q1
$339K Sell
3,280
-64
-2% -$6.18K 0.11% 51
2022
Q4
$281K Buy
3,344
+20
+0.6% +$1.98K 0.09% 52
2022
Q3
$376K Buy
+3,324
New +$420K 0.14% 48

Other funds holding AMZN

Great Point Wealth Advisors's AMZN Position: Q2 2026 in Review

Great Point Wealth Advisors held its Amazon (AMZN) position steady in Q2 2026 at 2,008 shares worth $479K. The position accounts for 0.08% of the portfolio, ranked #49.

Great Point Wealth Advisors first reported a position in AMZN in Q3 2022 and has held it in 15 quarters since. The position peaked at $814K in Q4 2024. 6,100 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Great Point Wealth Advisors held 2,008 shares of Amazon worth $479K as of Q2 2026.
  • Great Point Wealth Advisors left its Amazon share count unchanged in Q2 2026.
  • Amazon made up 0.08% of Great Point Wealth Advisors's portfolio in Q2 2026, its #49 holding.
  • Great Point Wealth Advisors first reported a position in Amazon in Q3 2022 and has held it in 15 quarters since.
  • Great Point Wealth Advisors's Amazon position peaked at $814K in Q4 2024.
  • 6,100 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Great Point Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.