Highland Financial Advisors’s Amazon AMZN Stock Holding History

Highland Financial 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	$1.51M	Buy	6,350 +252	+4%	+$63.3K	0.33%	29
2026 Q1	$1.27M	Buy	6,098 +1,080	+22%	+$238K	0.34%	30
2025 Q4	$1.16M	Buy	5,018 +177	+4%	+$40.5K	0.32%	30
2025 Q3	$1.06M	Buy	4,841 +350	+8%	+$79.2K	0.3%	30
2025 Q2	$985K	Hold	4,491	–	–	0.32%	30
2025 Q1	$854K	Sell	4,491 -1,480	-25%	-$321K	0.31%	31
2024 Q4	$1.31M	Buy	5,971 +1,480	+33%	+$303K	0.45%	26
2024 Q3	$837K	Sell	4,491 -400	-8%	-$73K	0.3%	27
2024 Q2	$945K	Buy	4,891 +189	+4%	+$34.7K	0.35%	27
2024 Q1	$848K	Buy	4,702 +300	+7%	+$50.1K	0.34%	28
2023 Q4	$669K	Sell	4,402 -463	-10%	-$64.9K	0.29%	32
2023 Q3	$618K	Buy	4,865 +3	+0.1%	+$402	0.32%	30
2023 Q2	$634K	Hold	4,862	–	–	0.33%	30
2023 Q1	$502K	Sell	4,862 -160	-3%	-$15.5K	0.27%	32
2022 Q4	$422K	Buy	5,022 +22	+0.4%	+$2.17K	0.25%	32
2022 Q3	$565K	Hold	5,000	–	–	0.39%	31
2022 Q2	$531K	Buy	+5,000	New	+$626K	0.36%	31

Other funds holding AMZN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Highland Financial Advisors's AMZN Position: Q2 2026 in Review

Highland Financial Advisors increased its Amazon (AMZN) stake by 4.1% in Q2 2026, buying an estimated $63.3K and bringing the position to 6,350 shares worth $1.51M. The position accounts for 0.33% of the portfolio, ranked #29.

Highland Financial Advisors first reported a position in AMZN in Q2 2022 and has held it in 17 quarters since. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Highland Financial Advisors held 6,350 shares of Amazon worth $1.51M as of Q2 2026.
Highland Financial Advisors bought 252 Amazon shares in Q2 2026, an estimated $63.3K.
Amazon made up 0.33% of Highland Financial Advisors's portfolio in Q2 2026, its #29 holding.
Highland Financial Advisors first reported a position in Amazon in Q2 2022 and has held it in 17 quarters since.
6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Highland Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.