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One Wealth Management Investment & Advisory Services’s Amazon AMZN Stock Holding History

One Wealth Management Investment & Advisory Services’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 		$7.21M Sell
30,245
-1,780
-6% -$447K 7.57% 4
2026
Q1 		$6.67M Buy
32,025
+118
+0.4% +$26K 8.03% 3
2025
Q4 		$7.36M Buy
31,907
+342
+1% +$78.2K 8.03% 3
2025
Q3 		$6.93M Buy
31,565
+401
+1% +$90.8K 8.05% 3
2025
Q2 		$6.84M Buy
31,164
+499
+2% +$98.7K 8.81% 3
2025
Q1 		$5.83M Buy
30,665
+633
+2% +$137K 9.66% 2
2024
Q4 		$6.59M Buy
30,032
+230
+0.8% +$47.1K 10.45% 2
2024
Q3 		$5.55M Sell
29,802
-27,117
-48% -$4.95M 9.74% 3
2024
Q2 		$11M Sell
56,919
-1,950
-3% -$358K 4.38% 3
2024
Q1 		$10.6M Buy
58,869
+1,325
+2% +$221K 4.35% 3
2023
Q4 		$8.74M Buy
+57,544
New +$8.07M 3.9% 4

Other funds holding AMZN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

One Wealth Management Investment & Advisory Services's AMZN Position: Q2 2026 in Review

One Wealth Management Investment & Advisory Services reduced its Amazon (AMZN) stake by 5.6% in Q2 2026, selling an estimated $447K and leaving 30,245 shares worth $7.21M. The position accounts for 7.57% of the portfolio, ranked #4.

One Wealth Management Investment & Advisory Services first reported a position in AMZN in Q4 2023 and has held it in 11 quarters since. The position peaked at $11M in Q2 2024. 3,954 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • One Wealth Management Investment & Advisory Services held 30,245 shares of Amazon worth $7.21M as of Q2 2026.
  • One Wealth Management Investment & Advisory Services sold 1,780 Amazon shares in Q2 2026, an estimated $447K.
  • Amazon made up 7.57% of One Wealth Management Investment & Advisory Services's portfolio in Q2 2026, its #4 holding.
  • One Wealth Management Investment & Advisory Services first reported a position in Amazon in Q4 2023 and has held it in 11 quarters since.
  • One Wealth Management Investment & Advisory Services's Amazon position peaked at $11M in Q2 2024.
  • 3,954 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on One Wealth Management Investment & Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.