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Invera Wealth Advisors’s Amazon AMZN Stock Holding History

Invera Wealth Advisors’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
Q1 		$2.94M Buy
14,115
+7,162
+103% +$1.58M 1.89% 18
2025
Q4 		$1.6M Buy
6,953
+51
+0.7% +$11.7K 1.01% 29
2025
Q3 		$1.52M Hold
6,902
– – 0.93% 33
2025
Q2 		$1.51M Sell
6,902
-66
-0.9% -$13.1K 0.99% 33
2025
Q1 		$1.33M Buy
+6,968
New +$1.51M 0.86% 36
2024
Q2 		– Sell
-9,767
Closed -$1.75M – 52
2024
Q1 		$1.75M Sell
9,767
-20
-0.2% -$3.34K 1.49% 25
2023
Q4 		$1.49M Buy
+9,787
New +$1.37M 0.93% 36

Other funds holding AMZN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invera Wealth Advisors's AMZN Position: Q1 2026 in Review

Invera Wealth Advisors increased its Amazon (AMZN) stake by 103% in Q1 2026, buying an estimated $1.58M and bringing the position to 14,115 shares worth $2.94M. The position accounts for 1.89% of the portfolio, ranked #18.

Invera Wealth Advisors first reported a position in AMZN in Q4 2023 and has held it in 7 quarters since. 5,985 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Invera Wealth Advisors held 14,115 shares of Amazon worth $2.94M as of Q1 2026.
  • Invera Wealth Advisors bought 7,162 Amazon shares in Q1 2026, an estimated $1.58M.
  • Amazon made up 1.89% of Invera Wealth Advisors's portfolio in Q1 2026, its #18 holding.
  • Invera Wealth Advisors first reported a position in Amazon in Q4 2023 and has held it in 7 quarters since.
  • 5,985 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Invera Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.