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Olistico Wealth’s Amazon AMZN Stock Holding History

Olistico Wealth’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 		$6.31M Hold
26,456
– – 2.7% 9
2026
Q1 		$5.51M Sell
26,456
-913
-3% -$201K 2.71% 9
2025
Q4 		$6.32M Buy
27,369
+43
+0.2% +$9.84K 3.08% 9
2025
Q3 		$6M Buy
27,326
+206
+0.8% +$46.6K 3.17% 8
2025
Q2 		$5.95M Buy
27,120
+456
+2% +$90.2K 3.3% 8
2025
Q1 		$5.07M Buy
26,664
+102
+0.4% +$22.1K 3.14% 7
2024
Q4 		$5.83M Buy
26,562
+17
+0.1% +$3.48K 3.39% 6
2024
Q3 		$4.95M Sell
26,545
-3,089
-10% -$564K 3.02% 7
2024
Q2 		$5.73M Buy
29,634
+160
+0.5% +$29.4K 3.65% 6
2024
Q1 		$5.32M Sell
29,474
-285
-1% -$47.6K 3.84% 6
2023
Q4 		$4.52M Buy
29,759
+1,240
+4% +$174K 3.53% 6
2023
Q3 		$3.63M Sell
28,519
-116
-0.4% -$15.5K 3.24% 6
2023
Q2 		$3.73M Sell
28,635
-3,278
-10% -$374K 3.19% 6
2023
Q1 		$3.3M Sell
31,913
-2,144
-6% -$207K 3.16% 6
2022
Q4 		$2.86M Buy
+34,057
New +$3.36M 3.1% 6

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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Olistico Wealth's AMZN Position: Q2 2026 in Review

Olistico Wealth held its Amazon (AMZN) position steady in Q2 2026 at 26,456 shares worth $6.31M. The position accounts for 2.7% of the portfolio, ranked #9.

Olistico Wealth first reported a position in AMZN in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.32M in Q4 2025. 1,080 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Olistico Wealth held 26,456 shares of Amazon worth $6.31M as of Q2 2026.
  • Olistico Wealth left its Amazon share count unchanged in Q2 2026.
  • Amazon made up 2.7% of Olistico Wealth's portfolio in Q2 2026, its #9 holding.
  • Olistico Wealth first reported a position in Amazon in Q4 2022 and has held it in 15 quarters since.
  • Olistico Wealth's Amazon position peaked at $6.32M in Q4 2025.
  • 1,080 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Olistico Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.