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Opulen Financial Group’s Amazon AMZN Stock Holding History

Opulen Financial Group’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 		$4.27M Sell
17,917
-3,368
-16% -$845K 2.69% 7
2026
Q1 		$4.43M Sell
21,285
-982
-4% -$216K 3.12% 5
2025
Q4 		$5.14M Sell
22,267
-1,776
-7% -$406K 3.74% 5
2025
Q3 		$5.28M Sell
24,043
-508
-2% -$115K 4% 4
2025
Q2 		$5.39M Sell
24,551
-53
-0.2% -$10.5K 4.42% 4
2025
Q1 		$4.68M Sell
24,604
-969
-4% -$210K 4.25% 4
2024
Q4 		$5.61M Buy
+25,573
New +$5.23M 5.1% 4

Other funds holding AMZN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Opulen Financial Group's AMZN Position: Q2 2026 in Review

Opulen Financial Group reduced its Amazon (AMZN) stake by 16% in Q2 2026, selling an estimated $845K and leaving 17,917 shares worth $4.27M. The position accounts for 2.69% of the portfolio, ranked #7.

Opulen Financial Group first reported a position in AMZN in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.61M in Q4 2024. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Opulen Financial Group held 17,917 shares of Amazon worth $4.27M as of Q2 2026.
  • Opulen Financial Group sold 3,368 Amazon shares in Q2 2026, an estimated $845K.
  • Amazon made up 2.69% of Opulen Financial Group's portfolio in Q2 2026, its #7 holding.
  • Opulen Financial Group first reported a position in Amazon in Q4 2024 and has held it in 7 quarters since.
  • Opulen Financial Group's Amazon position peaked at $5.61M in Q4 2024.
  • 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Opulen Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.