HP
AMZN icon

Holistic Planning’s Amazon AMZN Stock Holding History

Holistic Planning’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 		$6.56M Buy
27,513
+1,854
+7% +$465K 1.02% 23
2026
Q1 		$5.34M Buy
25,659
+1,872
+8% +$412K 1.07% 20
2025
Q4 		$5.49M Buy
23,787
+1,148
+5% +$263K 1.17% 20
2025
Q3 		$4.97M Buy
22,639
+196
+0.9% +$44.4K 1.31% 18
2025
Q2 		$4.92M Buy
22,443
+6,121
+38% +$1.21M 1.41% 17
2025
Q1 		$3.11M Buy
16,322
+276
+2% +$59.9K 1.05% 19
2024
Q4 		$3.52M Buy
16,046
+377
+2% +$77.1K 1.28% 16
2024
Q3 		$2.92M Buy
15,669
+2,045
+15% +$373K 1.23% 18
2024
Q2 		$2.46M Hold
13,624
– – 1.89% 11
2024
Q1 		$2.46M Sell
13,624
-200
-1% -$33.4K 1.88% 11
2023
Q4 		$2.1M Buy
+13,824
New +$1.94M 1.77% 14

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

Holistic Planning's AMZN Position: Q2 2026 in Review

Holistic Planning increased its Amazon (AMZN) stake by 7.2% in Q2 2026, buying an estimated $465K and bringing the position to 27,513 shares worth $6.56M. The position accounts for 1.02% of the portfolio, ranked #23.

Holistic Planning first reported a position in AMZN in Q4 2023 and has held it in 11 quarters since. 6,135 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Holistic Planning held 27,513 shares of Amazon worth $6.56M as of Q2 2026.
  • Holistic Planning bought 1,854 Amazon shares in Q2 2026, an estimated $465K.
  • Amazon made up 1.02% of Holistic Planning's portfolio in Q2 2026, its #23 holding.
  • Holistic Planning first reported a position in Amazon in Q4 2023 and has held it in 11 quarters since.
  • 6,135 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.