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Insight Wealth Strategies’s Amazon AMZN Stock Holding History

Insight Wealth Strategies’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 		$7.32M Buy
30,273
+2,081
+7% +$522K 0.71% 39
2026
Q1 		$5.87M Buy
28,192
+235
+0.8% +$51.7K 0.66% 45
2025
Q4 		$6.45M Sell
27,957
-856
-3% -$196K 0.74% 36
2025
Q3 		$6.33M Buy
28,813
+1,929
+7% +$437K 0.75% 36
2025
Q2 		$5.93M Sell
26,884
-122
-0.5% -$24.1K 0.75% 31
2025
Q1 		$5.14M Sell
27,006
-805
-3% -$175K 0.69% 33
2024
Q4 		$6.1M Buy
27,811
+265
+1% +$54.2K 0.82% 28
2024
Q3 		$5.13M Buy
27,546
+347
+1% +$63.3K 0.68% 35
2024
Q2 		$5.26M Buy
27,199
+52
+0.2% +$9.55K 0.75% 28
2024
Q1 		$4.9M Sell
27,147
-1,533
-5% -$256K 0.72% 32
2023
Q4 		$4.36M Sell
28,680
-738
-3% -$103K 0.7% 28
2023
Q3 		$3.74M Buy
29,418
+895
+3% +$120K 0.72% 25
2023
Q2 		$3.72M Sell
28,523
-97
-0.3% -$11.1K 0.71% 24
2023
Q1 		$2.96M Buy
28,620
+3,000
+12% +$290K 0.58% 26
2022
Q4 		$2.15M Buy
25,620
+2,036
+9% +$201K 0.42% 32
2022
Q3 		$2.5M Hold
23,584
– – 0.47% 29
2022
Q2 		$2.5M Sell
23,584
-656
-3% -$82.1K 0.47% 29
2022
Q1 		$3.95M Buy
24,240
+880
+4% +$136K 0.58% 28
2021
Q4 		$3.9M Buy
23,360
+840
+4% +$144K 0.56% 27
2021
Q3 		$3.7M Buy
22,520
+340
+2% +$58.6K 0.52% 28
2021
Q2 		$3.81M Sell
22,180
-10,920
-33% -$1.81M 0.54% 27
2021
Q1 		$5.12M Buy
33,100
+3,460
+12% +$548K 0.69% 23
2020
Q4 		$4.83M Buy
29,640
+160
+0.5% +$25.5K 0.82% 22
2020
Q3 		$4.64M Sell
29,480
-3,220
-10% -$508K 0.86% 22
2020
Q2 		$4.51M Buy
32,700
+3,840
+13% +$464K 1% 22
2020
Q1 		$2.81M Sell
28,860
-37,540
-57% -$3.63M 0.75% 22
2019
Q4 		$6.13M Buy
66,400
+860
+1% +$76.1K 1.3% 17
2019
Q3 		$5.69M Buy
65,540
+9,800
+18% +$909K 1.34% 17
2019
Q2 		$5.28M Buy
55,740
+10,100
+22% +$941K 1.29% 18
2019
Q1 		$4.06M Buy
45,640
+5,160
+13% +$429K 1.14% 19
2018
Q4 		$3.04M Buy
+40,480
New +$3.37M 0.93% 19

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

Insight Wealth Strategies's AMZN Position: Q2 2026 in Review

Insight Wealth Strategies increased its Amazon (AMZN) stake by 7.4% in Q2 2026, buying an estimated $522K and bringing the position to 30,273 shares worth $7.32M. The position accounts for 0.71% of the portfolio, ranked #39.

Insight Wealth Strategies first reported a position in AMZN in Q4 2018 and has held it in 31 quarters since. 2,412 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Insight Wealth Strategies held 30,273 shares of Amazon worth $7.32M as of Q2 2026.
  • Insight Wealth Strategies bought 2,081 Amazon shares in Q2 2026, an estimated $522K.
  • Amazon made up 0.71% of Insight Wealth Strategies's portfolio in Q2 2026, its #39 holding.
  • Insight Wealth Strategies first reported a position in Amazon in Q4 2018 and has held it in 31 quarters since.
  • 2,412 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Insight Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.