OHWA
AMZN icon

Oak Hill Wealth Advisors’s Amazon AMZN Stock Holding History

Oak Hill 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
2024
Q4 		– Sell
-45,009
Closed -$8.39M – 145
2024
Q3 		$8.39M Buy
+45,009
New +$8.21M 2.07% 14
2024
Q2 		– Sell
-45,584
Closed -$8.22M – 126
2024
Q1 		$8.22M Buy
+45,584
New +$7.61M 2.62% 8

Other funds holding AMZN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Oak Hill Wealth Advisors's AMZN Position: Q3 2025 in Review

Oak Hill Wealth Advisors reduced its Amazon (AMZN) stake by 0.89% in Q3 2025, selling an estimated $85.8K and leaving 42,096 shares worth $9.24M. The position accounts for 1.73% of the portfolio, ranked #15.

Oak Hill Wealth Advisors first reported a position in AMZN in Q4 2022 and has held it in 10 quarters since. The position peaked at $9.39M in Q4 2024. 5,568 funds tracked by Wall St. Rank hold AMZN as of Q3 2025.

  • Oak Hill Wealth Advisors held 42,096 shares of Amazon worth $9.24M as of Q3 2025.
  • Oak Hill Wealth Advisors sold 379 Amazon shares in Q3 2025, an estimated $85.8K.
  • Amazon made up 1.73% of Oak Hill Wealth Advisors's portfolio in Q3 2025, its #15 holding.
  • Oak Hill Wealth Advisors first reported a position in Amazon in Q4 2022 and has held it in 10 quarters since.
  • Oak Hill Wealth Advisors's Amazon position peaked at $9.39M in Q4 2024.
  • 5,568 funds tracked by Wall St. Rank held Amazon as of Q3 2025.

Based on Oak Hill Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.