Planned Solutions’s Amazon AMZN Stock Holding History

Planned Solutions’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	$590K	Buy	2,474 +373	+18%	+$93.6K	0.17%	68
2026 Q1	$438K	Buy	2,101 +53	+3%	+$11.7K	0.14%	76
2025 Q4	$473K	Buy	2,048 +135	+7%	+$30.9K	0.15%	73
2025 Q3	$420K	Buy	1,913 +536	+39%	+$121K	0.14%	77
2025 Q2	$302K	Buy	+1,377	New	+$272K	0.11%	89
2025 Q1	–	Sell	-1,015	Closed	-$223K	–	115
2024 Q4	$223K	Hold	1,015	–	–	0.09%	100
2024 Q3	$189K	Sell	1,015 -28	-3%	-$5.11K	0.08%	120
2024 Q2	$202K	Buy	+1,043	New	+$192K	0.1%	100
2024 Q1	–	Sell	-1,043	Closed	-$158K	–	120
2023 Q4	$158K	Buy	+1,043	New	+$146K	0.07%	117
2021 Q1	–	Sell	-880	Closed	-$143K	–	79
2020 Q4	$143K	Hold	880	–	–	0.11%	73
2020 Q3	$139K	Buy	+880	New	+$139K	0.14%	67

Other funds holding AMZN

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Planned Solutions's AMZN Position: Q2 2026 in Review

Planned Solutions increased its Amazon (AMZN) stake by 18% in Q2 2026, buying an estimated $93.6K and bringing the position to 2,474 shares worth $590K. The position accounts for 0.17% of the portfolio, ranked #68.

Planned Solutions first reported a position in AMZN in Q3 2020 and has held it in 11 quarters since. 2,925 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Planned Solutions held 2,474 shares of Amazon worth $590K as of Q2 2026.
Planned Solutions bought 373 Amazon shares in Q2 2026, an estimated $93.6K.
Amazon made up 0.17% of Planned Solutions's portfolio in Q2 2026, its #68 holding.
Planned Solutions first reported a position in Amazon in Q3 2020 and has held it in 11 quarters since.
2,925 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Planned Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.