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Independence Wealth Advisors (Ohio)’s Amazon AMZN Stock Holding History

Independence Wealth Advisors (Ohio)’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 		$1.27M Sell
5,334
-81
-1% -$20.3K 0.64% 28
2026
Q1 		$1.13M Buy
5,415
+316
+6% +$69.6K 0.6% 28
2025
Q4 		$1.18M Buy
+5,099
New +$1.17M 0.66% 30

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

Independence Wealth Advisors (Ohio)'s AMZN Position: Q2 2026 in Review

Independence Wealth Advisors (Ohio) reduced its Amazon (AMZN) stake by 1.5% in Q2 2026, selling an estimated $20.3K and leaving 5,334 shares worth $1.27M. The position accounts for 0.64% of the portfolio, ranked #28.

Independence Wealth Advisors (Ohio) first reported a position in AMZN in Q4 2025 and has held it in 3 quarters since. 6,093 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Independence Wealth Advisors (Ohio) held 5,334 shares of Amazon worth $1.27M as of Q2 2026.
  • Independence Wealth Advisors (Ohio) sold 81 Amazon shares in Q2 2026, an estimated $20.3K.
  • Amazon made up 0.64% of Independence Wealth Advisors (Ohio)'s portfolio in Q2 2026, its #28 holding.
  • Independence Wealth Advisors (Ohio) first reported a position in Amazon in Q4 2025 and has held it in 3 quarters since.
  • 6,093 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Independence Wealth Advisors (Ohio)'s 13F filing for Q2 2026, filed 14 Aug 2026.