MWA
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Motive Wealth Advisors’s Amazon AMZN Stock Holding History

Motive 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 		$2.55M Buy
10,719
+66
+0.6% +$16.6K 1.05% 22
2026
Q1 		$2.22M Buy
10,653
+4
+0% +$881 1.04% 22
2025
Q4 		$2.46M Buy
10,649
+71
+0.7% +$16.2K 1.05% 22
2025
Q3 		$2.32M Buy
10,578
+45
+0.4% +$10.2K 1% 22
2025
Q2 		$2.31M Buy
10,533
+1,402
+15% +$277K 1.05% 22
2025
Q1 		$1.74M Sell
9,131
-192
-2% -$41.7K 0.93% 22
2024
Q4 		$2.05M Buy
9,323
+974
+12% +$199K 1.1% 22
2024
Q3 		$1.61M Hold
8,349
– – 0.97% 21
2024
Q2 		$1.61M Buy
8,349
+125
+2% +$23K 0.97% 21
2024
Q1 		$1.48M Buy
8,224
+3,516
+75% +$587K 0.9% 21
2023
Q4 		$715K Sell
4,708
-1,098
-19% -$154K 0.82% 20
2023
Q3 		$738K Sell
5,806
-579
-9% -$77.6K 0.81% 22
2023
Q2 		$832K Buy
6,385
+590
+10% +$67.4K 0.86% 21
2023
Q1 		$599K Sell
5,795
-598
-9% -$57.8K 0.65% 22
2022
Q4 		$537K Sell
6,393
-423
-6% -$41.8K 0.41% 30
2022
Q3 		$770K Buy
6,816
+3,744
+122% +$473K 0.62% 27
2022
Q2 		$326K Sell
3,072
-408
-12% -$51.1K 0.26% 58
2022
Q1 		$567K Buy
3,480
+1,400
+67% +$216K 0.39% 50
2021
Q4 		$347K Buy
2,080
+220
+12% +$37.7K 0.21% 65
2021
Q3 		$306K Buy
1,860
+700
+60% +$121K 0.21% 69
2021
Q2 		$200K Buy
+1,160
New +$193K 0.14% 75

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

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

Motive Wealth Advisors increased its Amazon (AMZN) stake by 0.62% in Q2 2026, buying an estimated $16.6K and bringing the position to 10,719 shares worth $2.55M. The position accounts for 1.05% of the portfolio, ranked #22.

Motive Wealth Advisors first reported a position in AMZN in Q2 2021 and has held it in 21 quarters since. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Motive Wealth Advisors held 10,719 shares of Amazon worth $2.55M as of Q2 2026.
  • Motive Wealth Advisors bought 66 Amazon shares in Q2 2026, an estimated $16.6K.
  • Amazon made up 1.05% of Motive Wealth Advisors's portfolio in Q2 2026, its #22 holding.
  • Motive Wealth Advisors first reported a position in Amazon in Q2 2021 and has held it in 21 quarters since.
  • 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Motive Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.