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Invenio Wealth Partners’s Amazon AMZN Stock Holding History

Invenio Wealth Partners’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 		$1.99M Buy
8,364
+118
+1% +$29.6K 0.71% 27
2026
Q1 		$1.72M Buy
8,246
+491
+6% +$108K 0.68% 26
2025
Q4 		$1.79M Sell
7,755
-50
-0.6% -$11.4K 0.66% 28
2025
Q3 		$1.71M Sell
7,805
-604
-7% -$137K 0.62% 30
2025
Q2 		$1.84M Buy
8,409
+10
+0.1% +$1.98K 0.73% 27
2025
Q1 		$1.6M Buy
8,399
+290
+4% +$62.9K 0.67% 27
2024
Q4 		$1.78M Sell
8,109
-100
-1% -$20.5K 0.75% 26
2024
Q3 		$1.53M Sell
8,209
-200
-2% -$36.5K 0.66% 27
2024
Q2 		$1.63M Sell
8,409
-100
-1% -$18.4K 0.81% 25
2024
Q1 		$1.53M Sell
8,509
-1,163
-12% -$194K 0.83% 25
2023
Q4 		$1.47M Sell
9,672
-1,849
-16% -$259K 1.06% 24
2023
Q3 		$1.46M Buy
11,521
+525
+5% +$70.3K 1.33% 20
2023
Q2 		$1.43M Buy
+10,996
New +$1.26M 1.62% 17

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

Invenio Wealth Partners's AMZN Position: Q2 2026 in Review

Invenio Wealth Partners increased its Amazon (AMZN) stake by 1.4% in Q2 2026, buying an estimated $29.6K and bringing the position to 8,364 shares worth $1.99M. The position accounts for 0.71% of the portfolio, ranked #27.

Invenio Wealth Partners first reported a position in AMZN in Q2 2023 and has held it in 13 quarters since. 6,127 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Invenio Wealth Partners held 8,364 shares of Amazon worth $1.99M as of Q2 2026.
  • Invenio Wealth Partners bought 118 Amazon shares in Q2 2026, an estimated $29.6K.
  • Amazon made up 0.71% of Invenio Wealth Partners's portfolio in Q2 2026, its #27 holding.
  • Invenio Wealth Partners first reported a position in Amazon in Q2 2023 and has held it in 13 quarters since.
  • 6,127 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Invenio Wealth Partners's 13F filing for Q2 2026, filed 30 Jul 2026.