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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

New Insight Wealth Advisors's AMZN Position: Q1 2026 in Review

New Insight Wealth Advisors increased its Amazon (AMZN) stake by 6.7% in Q1 2026, buying an estimated $494K and bringing the position to 35,950 shares worth $7.49M. The position accounts for 2.68% of the portfolio, ranked #10.

New Insight Wealth Advisors first reported a position in AMZN in Q4 2023 and has held it in 10 quarters since. The position peaked at $7.78M in Q4 2025. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • New Insight Wealth Advisors held 35,950 shares of Amazon worth $7.49M as of Q1 2026.
  • New Insight Wealth Advisors bought 2,242 Amazon shares in Q1 2026, an estimated $494K.
  • Amazon made up 2.68% of New Insight Wealth Advisors's portfolio in Q1 2026, its #10 holding.
  • New Insight Wealth Advisors first reported a position in Amazon in Q4 2023 and has held it in 10 quarters since.
  • New Insight Wealth Advisors's Amazon position peaked at $7.78M in Q4 2025.
  • 5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on New Insight Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.