HIW
AMZN icon

Holos Integrated Wealth’s Amazon AMZN Stock Holding History

Holos Integrated Wealth’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 		$1.56M Buy
6,352
+195
+3% +$48.9K 0.73% 28
2026
Q1 		$1.32M Buy
6,157
+3,461
+128% +$762K 0.67% 29
2025
Q4 		$611K Hold
2,696
– – 0.34% 42
2025
Q3 		$583K Hold
2,696
– – 0.34% 39
2025
Q2 		$600K Buy
2,696
+376
+16% +$74.4K 0.36% 38
2025
Q1 		$441K Sell
2,320
-2,690
-54% -$584K 0.29% 45
2024
Q4 		$1.1M Buy
+5,010
New +$1.02M 0.75% 23

Other funds holding AMZN

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RG
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)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Holos Integrated Wealth's AMZN Position: Q2 2026 in Review

Holos Integrated Wealth increased its Amazon (AMZN) stake by 3.2% in Q2 2026, buying an estimated $48.9K and bringing the position to 6,352 shares worth $1.56M. The position accounts for 0.73% of the portfolio, ranked #28.

Holos Integrated Wealth first reported a position in AMZN in Q4 2024 and has held it in 7 quarters since. 2,021 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Holos Integrated Wealth held 6,352 shares of Amazon worth $1.56M as of Q2 2026.
  • Holos Integrated Wealth bought 195 Amazon shares in Q2 2026, an estimated $48.9K.
  • Amazon made up 0.73% of Holos Integrated Wealth's portfolio in Q2 2026, its #28 holding.
  • Holos Integrated Wealth first reported a position in Amazon in Q4 2024 and has held it in 7 quarters since.
  • 2,021 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.