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Oak Wealth Advisors’s Amazon AMZN Stock Holding History

Oak 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 		$484K Buy
2,029
+761
+60% +$191K 0.23% 49
2026
Q1 		$264K Sell
1,268
-100
-7% -$22K 0.15% 53
2025
Q4 		$316K Buy
1,368
+126
+10% +$28.8K 0.18% 50
2025
Q3 		$273K Hold
1,242
– – 0.16% 51
2025
Q2 		$272K Sell
1,242
-30
-2% -$5.94K 0.17% 52
2025
Q1 		$242K Sell
1,272
-285
-18% -$61.8K 0.18% 48
2024
Q4 		$342K Buy
+1,557
New +$319K 0.26% 44

Other funds holding AMZN

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Mirae Asset Global Investments
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Oak Wealth Advisors's AMZN Position: Q2 2026 in Review

Oak Wealth Advisors increased its Amazon (AMZN) stake by 60% in Q2 2026, buying an estimated $191K and bringing the position to 2,029 shares worth $484K. The position accounts for 0.23% of the portfolio, ranked #49.

Oak Wealth Advisors first reported a position in AMZN in Q4 2024 and has held it in 7 quarters since. 2,612 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Oak Wealth Advisors held 2,029 shares of Amazon worth $484K as of Q2 2026.
  • Oak Wealth Advisors bought 761 Amazon shares in Q2 2026, an estimated $191K.
  • Amazon made up 0.23% of Oak Wealth Advisors's portfolio in Q2 2026, its #49 holding.
  • Oak Wealth Advisors first reported a position in Amazon in Q4 2024 and has held it in 7 quarters since.
  • 2,612 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Oak Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.