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Net Worth Advisory Group’s Amazon AMZN Stock Holding History

Net Worth Advisory Group’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 		$3.8M Sell
15,929
-1,847
-10% -$464K 0.96% 13
2026
Q1 		$3.7M Buy
17,776
+622
+4% +$137K 0.77% 23
2025
Q4 		$3.96M Buy
17,154
+5,140
+43% +$1.18M 0.8% 24
2025
Q3 		$2.64M Sell
12,014
-2,529
-17% -$572K 0.76% 20
2025
Q2 		$3.19M Buy
14,543
+1,606
+12% +$318K 0.71% 25
2025
Q1 		$2.46M Buy
12,937
+1,385
+12% +$301K 0.77% 19
2024
Q4 		$2.53M Sell
11,552
-1,168
-9% -$239K 0.77% 20
2024
Q3 		$2.37M Buy
+12,720
New +$2.32M 0.7% 20

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

Net Worth Advisory Group's AMZN Position: Q2 2026 in Review

Net Worth Advisory Group reduced its Amazon (AMZN) stake by 10% in Q2 2026, selling an estimated $464K and leaving 15,929 shares worth $3.8M. The position accounts for 0.96% of the portfolio, ranked #13.

Net Worth Advisory Group first reported a position in AMZN in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.96M in Q4 2025. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Net Worth Advisory Group held 15,929 shares of Amazon worth $3.8M as of Q2 2026.
  • Net Worth Advisory Group sold 1,847 Amazon shares in Q2 2026, an estimated $464K.
  • Amazon made up 0.96% of Net Worth Advisory Group's portfolio in Q2 2026, its #13 holding.
  • Net Worth Advisory Group first reported a position in Amazon in Q3 2024 and has held it in 8 quarters since.
  • Net Worth Advisory Group's Amazon position peaked at $3.96M in Q4 2025.
  • 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.