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Invested Advisors’s Amazon AMZN Stock Holding History

Invested 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 		$913K Sell
3,829
-24
-0.6% -$6.02K 0.81% 32
2026
Q1 		$802K Buy
3,853
+44
+1% +$9.69K 0.81% 29
2025
Q4 		$879K Buy
3,809
+195
+5% +$44.6K 0.91% 25
2025
Q3 		$803K Buy
+3,614
New +$818K 1.17% 21

Other funds holding AMZN

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Invested Advisors's AMZN Position: Q2 2026 in Review

Invested Advisors reduced its Amazon (AMZN) stake by 0.62% in Q2 2026, selling an estimated $6.02K and leaving 3,829 shares worth $913K. The position accounts for 0.81% of the portfolio, ranked #32.

Invested Advisors first reported a position in AMZN in Q3 2025 and has held it in 4 quarters since. 3,478 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Invested Advisors held 3,829 shares of Amazon worth $913K as of Q2 2026.
  • Invested Advisors sold 24 Amazon shares in Q2 2026, an estimated $6.02K.
  • Amazon made up 0.81% of Invested Advisors's portfolio in Q2 2026, its #32 holding.
  • Invested Advisors first reported a position in Amazon in Q3 2025 and has held it in 4 quarters since.
  • 3,478 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Invested Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.