Heritage Oak Wealth Advisors’s Amazon AMZN Stock Holding History

Heritage Oak 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	$1.45M	Buy	6,070 +49	+0.8%	+$12.3K	0.43%	28
2026 Q1	$1.25M	Buy	6,021 +724	+14%	+$159K	0.4%	27
2025 Q4	$1.22M	Buy	5,297 +77	+1%	+$17.6K	0.45%	30
2025 Q3	$1.15M	Buy	5,220 +1,293	+33%	+$293K	0.42%	34
2025 Q2	$862K	Buy	3,927 +48	+1%	+$9.5K	0.33%	38
2025 Q1	$738K	Buy	3,879 +1,150	+42%	+$250K	0.32%	40
2024 Q4	$599K	Sell	2,729 -18,113	-87%	-$3.71M	0.28%	37
2024 Q3	$3.88M	Buy	20,842 +14,997	+257%	+$2.74M	1.79%	14
2024 Q2	$1.13M	Buy	+5,845	New	+$1.07M	0.57%	31

Other funds holding AMZN

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Heritage Oak Wealth Advisors's AMZN Position: Q2 2026 in Review

Heritage Oak Wealth Advisors increased its Amazon (AMZN) stake by 0.81% in Q2 2026, buying an estimated $12.3K and bringing the position to 6,070 shares worth $1.45M. The position accounts for 0.43% of the portfolio, ranked #28.

Heritage Oak Wealth Advisors first reported a position in AMZN in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.88M in Q3 2024. 2,048 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Heritage Oak Wealth Advisors held 6,070 shares of Amazon worth $1.45M as of Q2 2026.
Heritage Oak Wealth Advisors bought 49 Amazon shares in Q2 2026, an estimated $12.3K.
Amazon made up 0.43% of Heritage Oak Wealth Advisors's portfolio in Q2 2026, its #28 holding.
Heritage Oak Wealth Advisors first reported a position in Amazon in Q2 2024 and has held it in 9 quarters since.
Heritage Oak Wealth Advisors's Amazon position peaked at $3.88M in Q3 2024.
2,048 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

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