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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
Q2 		$3.74M Buy
15,698
+1,583
+11% +$397K 2.01% 15
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 $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

Invera Wealth Advisors's AMZN Position: Q2 2026 in Review

Invera Wealth Advisors increased its Amazon (AMZN) stake by 11% in Q2 2026, buying an estimated $397K and bringing the position to 15,698 shares worth $3.74M. The position accounts for 2.01% of the portfolio, ranked #15.

Invera Wealth Advisors first reported a position in AMZN in Q4 2023 and has held it in 8 quarters since. 6,151 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Invera Wealth Advisors held 15,698 shares of Amazon worth $3.74M as of Q2 2026.
  • Invera Wealth Advisors bought 1,583 Amazon shares in Q2 2026, an estimated $397K.
  • Amazon made up 2.01% of Invera Wealth Advisors's portfolio in Q2 2026, its #15 holding.
  • Invera Wealth Advisors first reported a position in Amazon in Q4 2023 and has held it in 8 quarters since.
  • 6,151 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Invera Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.