Koa Wealth Management’s Amazon AMZN Stock Holding History

Koa Wealth Management’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	$4.37M	Sell	18,338 -220	-1%	-$55.2K	2.97%	7
2026 Q1	$3.87M	Buy	18,558 +1,604	+9%	+$353K	2.79%	8
2025 Q4	$3.91M	Buy	16,954 +214	+1%	+$49K	2.69%	9
2025 Q3	$3.68M	Sell	16,740 -540	-3%	-$122K	2.73%	9
2025 Q2	$3.79M	Buy	17,280 +32	+0.2%	+$6.33K	3.01%	8
2025 Q1	$3.28M	Sell	17,248 -229	-1%	-$49.7K	2.65%	10
2024 Q4	$3.83M	Sell	17,477 -584	-3%	-$119K	3.13%	7
2024 Q3	$3.37M	Buy	18,061 +1,009	+6%	+$184K	2.6%	10
2024 Q2	$3.3M	Sell	17,052 -200	-1%	-$36.7K	2.78%	9
2024 Q1	$3.11M	Sell	17,252 -110	-0.6%	-$18.4K	2.81%	10
2023 Q4	$2.64M	Buy	+17,362	New	+$2.43M	2.6%	9

Other funds holding AMZN

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

SCI

Starlite Capital INC Dallas, Texas $9.7B AUM

Koa Wealth Management's AMZN Position: Q2 2026 in Review

Koa Wealth Management reduced its Amazon (AMZN) stake by 1.2% in Q2 2026, selling an estimated $55.2K and leaving 18,338 shares worth $4.37M. The position accounts for 2.97% of the portfolio, ranked #7.

Koa Wealth Management first reported a position in AMZN in Q4 2023 and has held it in 11 quarters since. 2,759 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Koa Wealth Management held 18,338 shares of Amazon worth $4.37M as of Q2 2026.
Koa Wealth Management sold 220 Amazon shares in Q2 2026, an estimated $55.2K.
Amazon made up 2.97% of Koa Wealth Management's portfolio in Q2 2026, its #7 holding.
Koa Wealth Management first reported a position in Amazon in Q4 2023 and has held it in 11 quarters since.
2,759 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Koa Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.