Oak Harbor Wealth Partners
AMZN icon

Oak Harbor Wealth Partners’s Amazon AMZN Stock Holding History

Oak Harbor Wealth Partners’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 		$4.33M Sell
17,396
-10
-0.1% -$2.54K 1.61% 16
2026
Q2 		$4.15M Sell
17,406
-6,138
-26% -$1.54M 1.55% 15
2026
Q1 		$4.9M Buy
23,544
+165
+0.7% +$36.3K 1.15% 23
2025
Q4 		$5.4M Buy
23,379
+211
+0.9% +$48.3K 1.3% 20
2025
Q3 		$5.09M Buy
23,168
+117
+0.5% +$26.5K 1.26% 21
2025
Q2 		$5.06M Buy
23,051
+151
+0.7% +$29.9K 1.37% 19
2025
Q1 		$4.36M Sell
22,900
-57
-0.2% -$12.4K 1.25% 19
2024
Q4 		$5.04M Sell
22,957
-626
-3% -$128K 1.46% 16
2024
Q3 		$4.39M Sell
23,583
-276
-1% -$50.4K 1.25% 20
2024
Q2 		$4.61M Buy
23,859
+268
+1% +$49.2K 1.45% 19
2024
Q1 		$4.26M Sell
23,591
-220
-0.9% -$36.7K 1.32% 19
2023
Q4 		$3.62M Sell
23,811
-4,037
-14% -$566K 1.21% 21
2023
Q3 		$3.54M Sell
27,848
-687
-2% -$92.1K 1.25% 20
2023
Q2 		$3.72M Sell
28,535
-817
-3% -$93.3K 1.27% 18
2023
Q1 		$3.03M Buy
29,352
+3,244
+12% +$313K 1.1% 23
2022
Q4 		$2.19M Sell
26,108
-1,383
-5% -$137K 0.84% 37
2022
Q3 		$3.11M Buy
27,491
+416
+2% +$52.6K 1.22% 20
2022
Q2 		$2.88M Sell
27,075
-225
-0.8% -$28.2K 1.15% 29
2022
Q1 		$4.45M Buy
27,300
+1,580
+6% +$244K 1.46% 17
2021
Q4 		$4.29M Buy
+25,720
New +$4.4M 1.47% 15

Other funds holding AMZN

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
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Oak Harbor Wealth Partners's AMZN Position: Q3 2026 in Review

Oak Harbor Wealth Partners reduced its Amazon (AMZN) stake by 0.06% in Q3 2026, selling an estimated $2.54K and leaving 17,396 shares worth $4.33M. The position accounts for 1.61% of the portfolio, ranked #16.

Oak Harbor Wealth Partners first reported a position in AMZN in Q4 2021 and has held it in 20 quarters since. The position peaked at $5.4M in Q4 2025. 4,228 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Oak Harbor Wealth Partners held 17,396 shares of Amazon worth $4.33M as of Q3 2026.
  • Oak Harbor Wealth Partners sold 10 Amazon shares in Q3 2026, an estimated $2.54K.
  • Amazon made up 1.61% of Oak Harbor Wealth Partners's portfolio in Q3 2026, its #16 holding.
  • Oak Harbor Wealth Partners first reported a position in Amazon in Q4 2021 and has held it in 20 quarters since.
  • Oak Harbor Wealth Partners's Amazon position peaked at $5.4M in Q4 2025.
  • 4,228 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q3 2026, filed 30 Oct 2026.