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Paragon Private Wealth Management’s Amazon AMZN Stock Holding History

Paragon Private Wealth Management’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 		$9.64M Sell
40,458
-7
-0% -$1.76K 2.52% 6
2026
Q1 		$8.43M Buy
40,465
+933
+2% +$205K 2.64% 6
2025
Q4 		$9.12M Buy
39,532
+1,160
+3% +$265K 2.8% 5
2025
Q3 		$8.43M Buy
38,372
+9,123
+31% +$2.07M 2.76% 5
2025
Q2 		$6.42M Buy
29,249
+1,988
+7% +$393K 2.56% 6
2025
Q1 		$5.19M Buy
27,261
+3,376
+14% +$733K 2.41% 5
2024
Q4 		$5.24M Buy
23,885
+2,365
+11% +$484K 2.42% 7
2024
Q3 		$4.01M Buy
21,520
+2,599
+14% +$474K 1.99% 11
2024
Q2 		$3.66M Buy
18,921
+73
+0.4% +$13.4K 2.07% 10
2024
Q1 		$3.4M Buy
18,848
+445
+2% +$74.3K 2.02% 10
2023
Q4 		$2.8M Buy
18,403
+902
+5% +$126K 1.95% 9
2023
Q3 		$2.22M Buy
17,501
+486
+3% +$65.1K 1.84% 9
2023
Q2 		$2.22M Sell
17,015
-506
-3% -$57.8K 1.76% 10
2023
Q1 		$1.81M Sell
17,521
-465
-3% -$44.9K 1.53% 12
2022
Q4 		$1.51M Buy
17,986
+1,154
+7% +$114K 1.36% 18
2022
Q3 		$2.03M Buy
16,832
+537
+3% +$67.9K 1.97% 10
2022
Q2 		$1.73M Sell
16,295
-332,245
-95% -$41.6M 1.84% 12
2022
Q1 		$2.17M Buy
348,540
+331,080
+1,896% +$51.2M 2.12% 11
2021
Q4 		$2.91M Buy
+17,460
New +$2.99M 2.58% 7

Other funds holding AMZN

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Mirae Asset Global Investments
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

Paragon Private Wealth Management's AMZN Position: Q2 2026 in Review

Paragon Private Wealth Management reduced its Amazon (AMZN) stake by 0.02% in Q2 2026, selling an estimated $1.76K and leaving 40,458 shares worth $9.64M. The position accounts for 2.52% of the portfolio, ranked #6.

Paragon Private Wealth Management first reported a position in AMZN in Q4 2021 and has held it in 19 quarters since. 2,783 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Paragon Private Wealth Management held 40,458 shares of Amazon worth $9.64M as of Q2 2026.
  • Paragon Private Wealth Management sold 7 Amazon shares in Q2 2026, an estimated $1.76K.
  • Amazon made up 2.52% of Paragon Private Wealth Management's portfolio in Q2 2026, its #6 holding.
  • Paragon Private Wealth Management first reported a position in Amazon in Q4 2021 and has held it in 19 quarters since.
  • 2,783 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Paragon Private Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.