Optivise Advisory Services’s Amazon AMZN Stock Holding History

Optivise 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	$1.29M	Buy	5,405 +136	+3%	+$34.1K	0.65%	41
2026 Q1	$1.1M	Sell	5,269 -229	-4%	-$50.4K	0.66%	40
2025 Q4	$1.27M	Buy	5,498 +159	+3%	+$36.4K	0.73%	39
2025 Q3	$1.17M	Buy	5,339 +706	+15%	+$160K	0.7%	42
2025 Q2	$1.02M	Buy	4,633 +646	+16%	+$128K	0.52%	52
2025 Q1	$759K	Sell	3,987 -563	-12%	-$122K	0.43%	61
2024 Q4	$1.01M	Buy	4,550 +1,064	+31%	+$218K	0.54%	50
2024 Q3	$649K	Sell	3,486 -403	-10%	-$73.5K	0.34%	64
2024 Q2	$752K	Buy	+3,889	New	+$714K	0.41%	63

Other funds holding AMZN

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Optivise Advisory Services's AMZN Position: Q2 2026 in Review

Optivise Advisory Services increased its Amazon (AMZN) stake by 2.6% in Q2 2026, buying an estimated $34.1K and bringing the position to 5,405 shares worth $1.29M. The position accounts for 0.65% of the portfolio, ranked #41.

Optivise Advisory Services first reported a position in AMZN in Q2 2024 and has held it in 9 quarters since. 2,213 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Optivise Advisory Services held 5,405 shares of Amazon worth $1.29M as of Q2 2026.
Optivise Advisory Services bought 136 Amazon shares in Q2 2026, an estimated $34.1K.
Amazon made up 0.65% of Optivise Advisory Services's portfolio in Q2 2026, its #41 holding.
Optivise Advisory Services first reported a position in Amazon in Q2 2024 and has held it in 9 quarters since.
2,213 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.