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Heartwood Wealth Advisors’s Amazon AMZN Stock Holding History

Heartwood 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 		$2.74M Buy
11,517
+12
+0.1% +$3.01K 0.21% 55
2026
Q1 		$2.4M Sell
11,505
-452
-4% -$99.5K 0.21% 54
2025
Q4 		$2.76M Buy
11,957
+1,057
+10% +$242K 0.25% 47
2025
Q3 		$2.39M Hold
10,900
– – 0.22% 47
2025
Q2 		$2.39M Sell
10,900
-202
-2% -$40K 0.25% 44
2025
Q1 		$2.11M Sell
11,102
-56
-0.5% -$12.2K 0.24% 46
2024
Q4 		$2.45M Buy
11,158
+523
+5% +$107K 0.28% 41
2024
Q3 		$1.98M Buy
10,635
+190
+2% +$34.7K 0.22% 42
2024
Q2 		$2.02M Buy
10,445
+5,463
+110% +$1M 0.24% 42
2024
Q1 		$899K Sell
4,982
-282
-5% -$47.1K 0.11% 67
2023
Q4 		$800K Hold
5,264
– – 0.11% 60
2023
Q3 		$669K Buy
5,264
+177
+3% +$23.7K 0.1% 70
2023
Q2 		$663K Sell
5,087
-76
-1% -$8.68K 0.09% 71
2023
Q1 		$533K Buy
5,163
+952
+23% +$92K 0.08% 78
2022
Q4 		$354K Buy
4,211
+811
+24% +$80.1K 0.06% 99
2022
Q3 		$384K Sell
3,400
-760
-18% -$96.1K 0.07% 79
2022
Q2 		$442K Sell
4,160
-100
-2% -$12.5K 0.07% 75
2022
Q1 		$694K Sell
4,260
-160
-4% -$24.7K 0.1% 55
2021
Q4 		$737K Buy
4,420
+740
+20% +$127K 0.11% 47
2021
Q3 		$604K Buy
3,680
+160
+5% +$27.6K 0.09% 56
2021
Q2 		$605K Hold
3,520
– – 0.09% 56
2021
Q1 		$545K Sell
3,520
-60
-2% -$9.51K 0.09% 57
2020
Q4 		$583K Sell
3,580
-40
-1% -$6.38K 0.09% 48
2020
Q3 		$570K Hold
3,620
– – 0.11% 41
2020
Q2 		$499K Hold
3,620
– – 0.1% 44
2020
Q1 		$353K Sell
3,620
-1,240
-26% -$120K 0.08% 47
2019
Q4 		$449K Buy
+4,860
New +$430K 0.09% 51

Other funds holding AMZN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Heartwood Wealth Advisors increased its Amazon (AMZN) stake by 0.1% in Q2 2026, buying an estimated $3.01K and bringing the position to 11,517 shares worth $2.74M. The position accounts for 0.21% of the portfolio, ranked #55.

Heartwood Wealth Advisors first reported a position in AMZN in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.76M in Q4 2025. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Heartwood Wealth Advisors held 11,517 shares of Amazon worth $2.74M as of Q2 2026.
  • Heartwood Wealth Advisors bought 12 Amazon shares in Q2 2026, an estimated $3.01K.
  • Amazon made up 0.21% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #55 holding.
  • Heartwood Wealth Advisors first reported a position in Amazon in Q4 2019 and has held it in 27 quarters since.
  • Heartwood Wealth Advisors's Amazon position peaked at $2.76M in Q4 2025.
  • 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

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