Navis Wealth Advisors’s Amazon AMZN Stock Holding History

Navis 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
2021 Q4	–	Sell	-16,000	Closed	-$2.63M	–	105
2021 Q3	$2.63M	Buy	+16,000	New	+$2.76M	1.83%	13
2021 Q2	–	Sell	-32,000	Closed	-$4.95M	–	108
2021 Q1	$4.95M	Buy	+32,000	New	+$5.07M	3.83%	7

Other funds holding AMZN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Navis Wealth Advisors reduced its Amazon (AMZN) stake by 1.8% in Q2 2026, selling an estimated $34.1K and leaving 7,470 shares worth $1.78M. The position accounts for 0.68% of the portfolio, ranked #30.

Navis Wealth Advisors first reported a position in AMZN in Q4 2020 and has held it in 16 quarters since. The position peaked at $2.02M in Q4 2025. 6,136 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Navis Wealth Advisors held 7,470 shares of Amazon worth $1.78M as of Q2 2026.
Navis Wealth Advisors sold 136 Amazon shares in Q2 2026, an estimated $34.1K.
Amazon made up 0.68% of Navis Wealth Advisors's portfolio in Q2 2026, its #30 holding.
Navis Wealth Advisors first reported a position in Amazon in Q4 2020 and has held it in 16 quarters since.
Navis Wealth Advisors's Amazon position peaked at $2.02M in Q4 2025.
6,136 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Navis Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.