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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
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 		$2.27M Buy
+13,960
New +$2.16M 1.87% 16

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

Nvest Financial's AMZN Position: Q2 2026 in Review

Nvest Financial reduced its Amazon (AMZN) stake by 0.44% in Q2 2026, selling an estimated $29.4K and leaving 26,577 shares worth $6.33M. The position accounts for 2% of the portfolio, ranked #15.

Nvest Financial first reported a position in AMZN in Q1 2022 and has held it in 18 quarters since. 6,143 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Nvest Financial held 26,577 shares of Amazon worth $6.33M as of Q2 2026.
  • Nvest Financial sold 117 Amazon shares in Q2 2026, an estimated $29.4K.
  • Amazon made up 2% of Nvest Financial's portfolio in Q2 2026, its #15 holding.
  • Nvest Financial first reported a position in Amazon in Q1 2022 and has held it in 18 quarters since.
  • 6,143 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Nvest Financial's 13F filing for Q2 2026, filed 30 Jul 2026.