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New Insight Wealth Advisors’s Amazon AMZN Stock Holding History

New Insight 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 		$8.79M Buy
36,896
+946
+3% +$237K 2.59% 10
2026
Q1 		$7.49M Buy
35,950
+2,242
+7% +$494K 2.68% 10
2025
Q4 		$7.78M Buy
33,708
+516
+2% +$118K 2.78% 9
2025
Q3 		$7.29M Buy
33,192
+860
+3% +$195K 2.74% 10
2025
Q2 		$7.09M Buy
32,332
+561
+2% +$111K 2.92% 9
2025
Q1 		$6.04M Buy
31,771
+3,119
+11% +$677K 2.74% 9
2024
Q4 		$6.29M Sell
28,652
-542
-2% -$111K 3.15% 10
2024
Q3 		$5.44M Buy
29,194
+214
+0.7% +$39K 2.86% 12
2024
Q2 		$5.6M Buy
28,980
+648
+2% +$119K 3.3% 10
2024
Q1 		$5.11M Buy
28,332
+226
+0.8% +$37.7K 3.19% 10
2023
Q4 		$4.27M Buy
+28,106
New +$3.94M 2.88% 11

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

New Insight Wealth Advisors's AMZN Position: Q2 2026 in Review

New Insight Wealth Advisors increased its Amazon (AMZN) stake by 2.6% in Q2 2026, buying an estimated $237K and bringing the position to 36,896 shares worth $8.79M. The position accounts for 2.59% of the portfolio, ranked #10.

New Insight Wealth Advisors first reported a position in AMZN in Q4 2023 and has held it in 11 quarters since. 6,135 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • New Insight Wealth Advisors held 36,896 shares of Amazon worth $8.79M as of Q2 2026.
  • New Insight Wealth Advisors bought 946 Amazon shares in Q2 2026, an estimated $237K.
  • Amazon made up 2.59% of New Insight Wealth Advisors's portfolio in Q2 2026, its #10 holding.
  • New Insight Wealth Advisors first reported a position in Amazon in Q4 2023 and has held it in 11 quarters since.
  • 6,135 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on New Insight Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.