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N.E.W. Advisory Services’s Amazon AMZN Stock Holding History

N.E.W. Advisory Services’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 		$6.04M Sell
25,344
-101
-0.4% -$25.4K 0.4% 42
2026
Q1 		$5.3M Sell
25,445
-927
-4% -$204K 0.4% 42
2025
Q4 		$6.09M Buy
26,372
+4,611
+21% +$1.05M 0.45% 40
2025
Q3 		$4.78M Sell
21,761
-431
-2% -$97.6K 0.43% 34
2025
Q2 		$4.87M Sell
22,192
-7,462
-25% -$1.48M 0.47% 29
2025
Q1 		$5.64M Buy
29,654
+5,331
+22% +$1.16M 0.43% 44
2024
Q4 		$5.34M Sell
24,323
-117
-0.5% -$23.9K 0.51% 35
2024
Q3 		$4.55M Buy
24,440
+185
+0.8% +$33.8K 0.45% 36
2024
Q2 		$4.69M Buy
24,255
+485
+2% +$89.1K 0.51% 33
2024
Q1 		$4.29M Buy
23,770
+303
+1% +$50.6K 0.48% 35
2023
Q4 		$3.57M Sell
23,467
-414
-2% -$58K 0.43% 38
2023
Q3 		$3.04M Buy
23,881
+2,626
+12% +$352K 0.43% 38
2023
Q2 		$2.77M Sell
21,255
-5,167
-20% -$590K 0.39% 35
2023
Q1 		$2.73M Sell
26,422
-1,731
-6% -$167K 0.4% 35
2022
Q4 		$2.36M Buy
28,153
+1,291
+5% +$128K 0.37% 36
2022
Q3 		$3.04M Buy
26,862
+1,080
+4% +$137K 0.55% 28
2022
Q2 		$2.74M Buy
25,782
+7,762
+43% +$971K 0.48% 32
2022
Q1 		$2.78M Sell
18,020
-1,000
-5% -$155K 0.53% 27
2021
Q4 		$3.17M Buy
19,020
+820
+5% +$140K 0.48% 28
2021
Q3 		$2.99M Sell
18,200
-40
-0.2% -$6.9K 0.49% 28
2021
Q2 		$3.13M Buy
18,240
+220
+1% +$36.6K 0.52% 26
2021
Q1 		$2.85M Sell
18,020
-920
-5% -$146K 0.53% 28
2020
Q4 		$3.09M Buy
18,940
+920
+5% +$147K 0.65% 28
2020
Q3 		$2.84M Buy
18,020
+1,020
+6% +$161K 0.8% 25
2020
Q2 		$2.35M Buy
+17,000
New +$2.05M 0.73% 27
2019
Q4 		$1.56M Buy
+16,920
New +$1.5M 0.51% 32

Other funds holding AMZN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

N.E.W. Advisory Services's AMZN Position: Q2 2026 in Review

N.E.W. Advisory Services reduced its Amazon (AMZN) stake by 0.4% in Q2 2026, selling an estimated $25.4K and leaving 25,344 shares worth $6.04M. The position accounts for 0.4% of the portfolio, ranked #42.

N.E.W. Advisory Services first reported a position in AMZN in Q4 2019 and has held it in 26 quarters since. The position peaked at $6.09M in Q4 2025. 3,954 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • N.E.W. Advisory Services held 25,344 shares of Amazon worth $6.04M as of Q2 2026.
  • N.E.W. Advisory Services sold 101 Amazon shares in Q2 2026, an estimated $25.4K.
  • Amazon made up 0.4% of N.E.W. Advisory Services's portfolio in Q2 2026, its #42 holding.
  • N.E.W. Advisory Services first reported a position in Amazon in Q4 2019 and has held it in 26 quarters since.
  • N.E.W. Advisory Services's Amazon position peaked at $6.09M in Q4 2025.
  • 3,954 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.