ORBA Wealth Advisors’s Amazon AMZN Stock Holding History

ORBA Wealth Advisors’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	$769K	Buy	+3,225	New	+$810K	0.66%	40
2026 Q1	–	Sell	-901	Closed	-$208K	–	66
2025 Q4	$208K	Sell	901 -3,581	-80%	-$819K	0.18%	77
2025 Q3	$984K	Hold	4,482	–	–	0.81%	33
2025 Q2	$983K	Sell	4,482 -6,400	-59%	-$1.27M	0.9%	31
2025 Q1	$2.07M	Sell	10,882 -240	-2%	-$52.1K	1.04%	30
2024 Q4	$2.44M	Buy	11,122 +255	+2%	+$52.2K	1.28%	28
2024 Q3	$2.02M	Buy	10,867 +220	+2%	+$40.1K	1.02%	31
2024 Q2	$2.06M	Buy	10,647 +898	+9%	+$165K	1.06%	28
2024 Q1	$1.76M	Buy	9,749 +60	+0.6%	+$10K	0.97%	29
2023 Q4	$1.47M	Buy	+9,689	New	+$1.36M	0.88%	32

Other funds holding AMZN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

ORBA Wealth Advisors's AMZN Position: Q2 2026 in Review

ORBA Wealth Advisors opened a new position in Amazon (AMZN) in Q2 2026: 3,225 shares worth $769K. The stake represents 0.66% of the portfolio and ranks #40 among its holdings. This is a return to the name: ORBA Wealth Advisors previously reported a position in AMZN as recently as Q4 2025.

ORBA Wealth Advisors first reported a position in AMZN in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.44M in Q4 2024. 6,101 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

ORBA Wealth Advisors held 3,225 shares of Amazon worth $769K as of Q2 2026.
Amazon was a new ORBA Wealth Advisors position in Q2 2026.
Amazon made up 0.66% of ORBA Wealth Advisors's portfolio in Q2 2026, its #40 holding.
ORBA Wealth Advisors first reported a position in Amazon in Q4 2023 and has held it in 10 quarters since.
ORBA Wealth Advisors's Amazon position peaked at $2.44M in Q4 2024.
6,101 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on ORBA Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.