OneDigital Investment Advisors’s Amazon AMZN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$70.7M Buy
339,349
+4,538
+1% +$999K 0.69% 33
2025
Q4
$77.3M Buy
334,811
+8,781
+3% +$2.01M 0.76% 27
2025
Q3
$71.6M Sell
326,030
-4,012
-1% -$908K 0.73% 30
2025
Q2
$72.4M Buy
330,042
+5,088
+2% +$1.01M 0.8% 28
2025
Q1
$61.8M Sell
324,954
-12,188
-4% -$2.64M 0.73% 30
2024
Q4
$74M Sell
337,142
-35,298
-9% -$7.22M 0.86% 25
2024
Q3
$69.4M Buy
372,440
+5,270
+1% +$962K 0.79% 28
2024
Q2
$71M Buy
367,170
+49,132
+15% +$9.03M 0.89% 23
2024
Q1
$57.4M Buy
318,038
+4,034
+1% +$673K 0.9% 26
2023
Q4
$47.7M Buy
314,004
+11,230
+4% +$1.57M 0.84% 27
2023
Q3
$38.5M Buy
302,774
+16,737
+6% +$2.24M 0.83% 28
2023
Q2
$37.3M Buy
286,037
+11,267
+4% +$1.29M 0.83% 30
2023
Q1
$28.4M Buy
274,770
+33,706
+14% +$3.26M 0.67% 36
2022
Q4
$20.2M Buy
241,064
+106,395
+79% +$10.5M 0.59% 37
2022
Q3
$15.2M Buy
134,669
+38,792
+40% +$4.9M 0.56% 35
2022
Q2
$10.2M Buy
95,877
+3,297
+4% +$413K 0.44% 37
2022
Q1
$15.1M Sell
92,580
-4,480
-5% -$692K 0.57% 28
2021
Q4
$16.2M Buy
97,060
+240
+0.2% +$41.1K 0.57% 29
2021
Q3
$15.9M Buy
96,820
+4,020
+4% +$693K 0.63% 29
2021
Q2
$16M Sell
92,800
-1,460
-2% -$243K 0.66% 28
2021
Q1
$14.6M Buy
94,260
+3,180
+3% +$504K 0.68% 26
2020
Q4
$14.8M Buy
91,080
+6,620
+8% +$1.06M 0.77% 24
2020
Q3
$13.3M Sell
84,460
-160
-0.2% -$25.2K 0.92% 22
2020
Q2
$11.8M Buy
84,620
+2,520
+3% +$304K 0.85% 23
2020
Q1
$8.22M Buy
82,100
+6,400
+8% +$619K 0.73% 26
2019
Q4
$6.99M Buy
75,700
+3,220
+4% +$285K 0.55% 37
2019
Q3
$6.29M Buy
72,480
+15,760
+28% +$1.46M 0.56% 36
2019
Q2
$5.37M Buy
56,720
+24,260
+75% +$2.26M 0.42% 44
2019
Q1
$2.91M Buy
32,460
+6,460
+25% +$538K 0.43% 55
2018
Q4
$1.95M Buy
26,000
+8,320
+47% +$692K 0.33% 73
2018
Q3
$1.77M Sell
17,680
-1,860
-10% -$175K 0.42% 44
2018
Q2
$1.66M Sell
19,540
-13,080
-40% -$1.04M 0.35% 49
2018
Q1
$2.5M Buy
32,620
+17,460
+115% +$1.25M 0.55% 38
2017
Q4
$886K Buy
15,160
+3,060
+25% +$168K 0.1% 83
2017
Q3
$582K Sell
12,100
-1,040
-8% -$51.1K 0.21% 68
2017
Q2
$636K Buy
+13,140
New +$627K 0.19% 89

Other funds holding AMZN

OneDigital Investment Advisors's AMZN Position: Q1 2026 in Review

OneDigital Investment Advisors increased its Amazon (AMZN) stake by 1.4% in Q1 2026, buying an estimated $999K and bringing the position to 339,349 shares worth $70.7M. The position accounts for 0.69% of the portfolio, ranked #33.

OneDigital Investment Advisors first reported a position in AMZN in Q2 2017 and has held it in 36 quarters since. The position peaked at $77.3M in Q4 2025. 5,985 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • OneDigital Investment Advisors held 339,349 shares of Amazon worth $70.7M as of Q1 2026.
  • OneDigital Investment Advisors bought 4,538 Amazon shares in Q1 2026, an estimated $999K.
  • Amazon made up 0.69% of OneDigital Investment Advisors's portfolio in Q1 2026, its #33 holding.
  • OneDigital Investment Advisors first reported a position in Amazon in Q2 2017 and has held it in 36 quarters since.
  • OneDigital Investment Advisors's Amazon position peaked at $77.3M in Q4 2025.
  • 5,985 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.