Nvest Financial
AMZN icon

Nvest Financial’s Amazon AMZN Stock Holding History

Nvest Financial’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
Q3 		$6.72M Buy
26,979
+402
+2% +$102K 2.05% 13
2026
Q2 		$6.33M Sell
26,577
-117
-0.4% -$29.4K 2% 15
2026
Q1 		$5.56M Buy
26,694
+397
+2% +$87.4K 2.07% 14
2025
Q4 		$6.07M Buy
26,297
+8,359
+47% +$1.91M 2.52% 10
2025
Q3 		$3.94M Sell
17,938
-7,180
-29% -$1.63M 2.26% 13
2025
Q2 		$5.51M Buy
25,118
+1,322
+6% +$262K 2.87% 9
2025
Q1 		$4.53M Sell
23,796
-997
-4% -$216K 2.42% 10
2024
Q4 		$5.44M Buy
24,793
+1,004
+4% +$205K 2.76% 8
2024
Q3 		$4.43M Buy
23,789
+422
+2% +$77K 2.53% 10
2024
Q2 		$4.52M Sell
23,367
-1,217
-5% -$224K 2.78% 10
2024
Q1 		$4.43M Sell
24,584
-996
-4% -$166K 2.95% 8
2023
Q4 		$3.89M Sell
25,580
-314
-1% -$44K 3.06% 8
2023
Q3 		$3.29M Buy
25,894
+7
+0% +$938 3.07% 11
2023
Q2 		$3.37M Sell
25,887
-3,490
-12% -$399K 2.96% 11
2023
Q1 		$3.03M Buy
29,377
+13,580
+86% +$1.31M 3.16% 10
2022
Q4 		$1.33M Buy
15,797
+289
+2% +$28.5K 1.66% 20
2022
Q3 		$1.75M Buy
15,508
+564
+4% +$71.3K 2.48% 14
2022
Q2 		$1.59M Buy
14,944
+984
+7% +$123K 1.66% 19
2022
Q1 		$2.28M Buy
+13,960
New +$2.16M 1.87% 16

Other funds holding AMZN

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Nvest Financial's AMZN Position: Q3 2026 in Review

Nvest Financial increased its Amazon (AMZN) stake by 1.5% in Q3 2026, buying an estimated $102K and bringing the position to 26,979 shares worth $6.72M. The position accounts for 2.05% of the portfolio, ranked #13.

Nvest Financial first reported a position in AMZN in Q1 2022 and has held it in 19 quarters since. 5,350 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Nvest Financial held 26,979 shares of Amazon worth $6.72M as of Q3 2026.
  • Nvest Financial bought 402 Amazon shares in Q3 2026, an estimated $102K.
  • Amazon made up 2.05% of Nvest Financial's portfolio in Q3 2026, its #13 holding.
  • Nvest Financial first reported a position in Amazon in Q1 2022 and has held it in 19 quarters since.
  • 5,350 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Nvest Financial's 13F filing for Q3 2026, filed 12 Nov 2026.