New Wave Wealth Advisors’s Amazon AMZN Stock Holding History

New Wave 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	$3.47M	Buy	14,567 +1,286	+10%	+$323K	0.94%	25
2026 Q1	$2.77M	Sell	13,281 -2,032	-13%	-$447K	0.96%	30
2025 Q4	$3.53M	Buy	15,313 +1,607	+12%	+$368K	1.29%	20
2025 Q3	$3.01M	Buy	13,706 +369	+3%	+$83.5K	1.17%	23
2025 Q2	$2.93M	Sell	13,337 -8,147	-38%	-$1.61M	1.24%	23
2025 Q1	$4.09M	Buy	21,484 +158	+0.7%	+$34.3K	1.83%	18
2024 Q4	$4.68M	Buy	21,326 +484	+2%	+$99K	1.92%	13
2024 Q3	$3.88M	Buy	20,842 +3,636	+21%	+$663K	1.79%	14
2024 Q2	$3.32M	Buy	+17,206	New	+$3.16M	1.79%	15

Other funds holding AMZN

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

SCI

Starlite Capital INC Dallas, Texas $9.7B AUM

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

New Wave Wealth Advisors increased its Amazon (AMZN) stake by 9.7% in Q2 2026, buying an estimated $323K and bringing the position to 14,567 shares worth $3.47M. The position accounts for 0.94% of the portfolio, ranked #25.

New Wave Wealth Advisors first reported a position in AMZN in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.68M in Q4 2024. 2,433 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

New Wave Wealth Advisors held 14,567 shares of Amazon worth $3.47M as of Q2 2026.
New Wave Wealth Advisors bought 1,286 Amazon shares in Q2 2026, an estimated $323K.
Amazon made up 0.94% of New Wave Wealth Advisors's portfolio in Q2 2026, its #25 holding.
New Wave Wealth Advisors first reported a position in Amazon in Q2 2024 and has held it in 9 quarters since.
New Wave Wealth Advisors's Amazon position peaked at $4.68M in Q4 2024.
2,433 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on New Wave Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.