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Kingswood Wealth Advisors’s Amazon AMZN Stock Holding History

Kingswood 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 		$36.2M Sell
151,812
-4,884
-3% -$1.23M 1.46% 7
2026
Q1 		$32.6M Buy
156,696
+2,224
+1% +$490K 1.55% 7
2025
Q4 		$35.7M Buy
154,472
+28,311
+22% +$6.48M 1.72% 7
2025
Q3 		$27.7M Buy
126,161
+22,724
+22% +$5.14M 1.68% 7
2025
Q2 		$22.7M Buy
103,437
+7,363
+8% +$1.46M 1.79% 8
2025
Q1 		$18.3M Sell
96,074
-7,155
-7% -$1.55M 1.67% 9
2024
Q4 		$22.6M Sell
103,229
-65,976
-39% -$13.5M 1.7% 6
2024
Q3 		$31.5M Buy
169,205
+29,405
+21% +$5.37M 2.25% 4
2024
Q2 		$27M Buy
139,800
+29,189
+26% +$5.36M 2.43% 5
2024
Q1 		$20M Sell
110,611
-23,786
-18% -$3.97M 2.3% 4
2023
Q4 		$20.4M Buy
134,397
+96,237
+252% +$13.5M 2.31% 4
2023
Q3 		$16.2M Sell
38,160
-21,987
-37% -$2.95M 2.76% 3
2023
Q2 		$7.84M Buy
+60,147
New +$6.87M 2.5% 5

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

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

Kingswood Wealth Advisors reduced its Amazon (AMZN) stake by 3.1% in Q2 2026, selling an estimated $1.23M and leaving 151,812 shares worth $36.2M. The position accounts for 1.46% of the portfolio, ranked #7.

Kingswood Wealth Advisors first reported a position in AMZN in Q2 2023 and has held it in 13 quarters since. 6,153 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Kingswood Wealth Advisors held 151,812 shares of Amazon worth $36.2M as of Q2 2026.
  • Kingswood Wealth Advisors sold 4,884 Amazon shares in Q2 2026, an estimated $1.23M.
  • Amazon made up 1.46% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #7 holding.
  • Kingswood Wealth Advisors first reported a position in Amazon in Q2 2023 and has held it in 13 quarters since.
  • 6,153 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.