Prevail Innovative Wealth Advisors’s Amazon AMZN Stock Holding History

Prevail Innovative 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	$6.33M	Sell	26,565 -15,690	-37%	-$3.94M	0.94%	36
2026 Q1	$8.8M	Buy	42,255 +15,839	+60%	+$3.49M	1.48%	11
2025 Q4	$6.1M	Buy	26,416 +1,070	+4%	+$245K	1.09%	22
2025 Q3	$5.57M	Buy	25,346 +952	+4%	+$215K	1.08%	21
2025 Q2	$5.35M	Buy	24,394 +6,463	+36%	+$1.28M	1.2%	19
2025 Q1	$3.41M	Buy	17,931 +12,358	+222%	+$2.68M	0.91%	34
2024 Q4	$1.22M	Sell	5,573 -26,607	-83%	-$5.44M	0.35%	82
2024 Q3	$6M	Buy	32,180 +14,392	+81%	+$2.63M	1.83%	10
2024 Q2	$3.44M	Buy	17,788 +15,458	+663%	+$2.84M	1.22%	18
2024 Q1	$420K	Sell	2,330 -14,971	-87%	-$2.5M	0.16%	130
2023 Q4	$2.63M	Buy	17,301 +3,874	+29%	+$543K	1.25%	24
2023 Q3	$1.71M	Buy	13,427 +9,905	+281%	+$1.33M	0.89%	46
2023 Q2	$459K	Buy	+3,522	New	+$402K	0.25%	73

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

Prevail Innovative Wealth Advisors's AMZN Position: Q2 2026 in Review

Prevail Innovative Wealth Advisors reduced its Amazon (AMZN) stake by 37% in Q2 2026, selling an estimated $3.94M and leaving 26,565 shares worth $6.33M. The position accounts for 0.94% of the portfolio, ranked #36.

Prevail Innovative Wealth Advisors first reported a position in AMZN in Q2 2023 and has held it in 13 quarters since. The position peaked at $8.8M in Q1 2026. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Prevail Innovative Wealth Advisors held 26,565 shares of Amazon worth $6.33M as of Q2 2026.
Prevail Innovative Wealth Advisors sold 15,690 Amazon shares in Q2 2026, an estimated $3.94M.
Amazon made up 0.94% of Prevail Innovative Wealth Advisors's portfolio in Q2 2026, its #36 holding.
Prevail Innovative Wealth Advisors first reported a position in Amazon in Q2 2023 and has held it in 13 quarters since.
Prevail Innovative Wealth Advisors's Amazon position peaked at $8.8M in Q1 2026.
6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.