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High Net Worth Advisory Group’s Amazon AMZN Stock Holding History

High Net Worth Advisory Group’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 		$6.38M Buy
26,748
+935
+4% +$235K 1.35% 14
2026
Q1 		$5.38M Sell
25,813
-2,005
-7% -$441K 1.25% 14
2025
Q4 		$6.42M Buy
27,818
+347
+1% +$79.4K 1.48% 14
2025
Q3 		$6.03M Buy
27,471
+1,063
+4% +$241K 1.45% 14
2025
Q2 		$5.79M Buy
26,408
+1,051
+4% +$208K 1.53% 13
2025
Q1 		$4.82M Sell
25,357
-1,062
-4% -$230K 1.36% 16
2024
Q4 		$5.8M Sell
26,419
-2,456
-9% -$502K 1.62% 13
2024
Q3 		$5.38M Buy
28,875
+1,974
+7% +$360K 1.47% 14
2024
Q2 		$5.2M Sell
26,901
-55
-0.2% -$10.1K 1.58% 14
2024
Q1 		$4.86M Buy
26,956
+2,417
+10% +$403K 1.53% 15
2023
Q4 		$3.73M Sell
24,539
-745
-3% -$104K 1.38% 18
2023
Q3 		$3.21M Buy
25,284
+3,710
+17% +$497K 1.29% 19
2023
Q2 		$2.81M Sell
21,574
-1,095
-5% -$125K 1.09% 20
2023
Q1 		$2.34M Buy
22,669
+2,479
+12% +$240K 0.95% 22
2022
Q4 		$1.7M Sell
20,190
-3,590
-15% -$355K 0.66% 38
2022
Q3 		$2.69M Buy
23,780
+1,500
+7% +$190K 1.15% 14
2022
Q2 		$2.37M Sell
22,280
-3,720
-14% -$465K 0.98% 18
2022
Q1 		$4.24M Sell
26,000
-1,260
-5% -$195K 1.54% 13
2021
Q4 		$4.54M Buy
+27,260
New +$4.67M 1.59% 13

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

High Net Worth Advisory Group's AMZN Position: Q2 2026 in Review

High Net Worth Advisory Group increased its Amazon (AMZN) stake by 3.6% in Q2 2026, buying an estimated $235K and bringing the position to 26,748 shares worth $6.38M. The position accounts for 1.35% of the portfolio, ranked #14.

High Net Worth Advisory Group first reported a position in AMZN in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.42M in Q4 2025. 6,136 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • High Net Worth Advisory Group held 26,748 shares of Amazon worth $6.38M as of Q2 2026.
  • High Net Worth Advisory Group bought 935 Amazon shares in Q2 2026, an estimated $235K.
  • Amazon made up 1.35% of High Net Worth Advisory Group's portfolio in Q2 2026, its #14 holding.
  • High Net Worth Advisory Group first reported a position in Amazon in Q4 2021 and has held it in 19 quarters since.
  • High Net Worth Advisory Group's Amazon position peaked at $6.42M in Q4 2025.
  • 6,136 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on High Net Worth Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.