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Proactive Wealth Strategies’s Amazon AMZN Stock Holding History

Proactive Wealth Strategies’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 		$9.49M Buy
39,804
+2,052
+5% +$515K 1.52% 14
2026
Q1 		$7.86M Buy
37,752
+20,382
+117% +$4.49M 1.48% 19
2025
Q4 		$4.01M Buy
17,370
+1,115
+7% +$255K 1.59% 17
2025
Q3 		$3.57M Buy
16,255
+497
+3% +$112K 1.54% 19
2025
Q2 		$3.46M Buy
15,758
+787
+5% +$156K 1.63% 14
2025
Q1 		$2.85M Sell
14,971
-452
-3% -$98.1K 1.52% 17
2024
Q4 		$3.38M Buy
15,423
+387
+3% +$79.2K 1.76% 14
2024
Q3 		$2.8M Buy
+15,036
New +$2.74M 1.56% 18

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 $3.38T AUM 44.17% 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

Proactive Wealth Strategies's AMZN Position: Q2 2026 in Review

Proactive Wealth Strategies increased its Amazon (AMZN) stake by 5.4% in Q2 2026, buying an estimated $515K and bringing the position to 39,804 shares worth $9.49M. The position accounts for 1.52% of the portfolio, ranked #14.

Proactive Wealth Strategies first reported a position in AMZN in Q3 2024 and has held it in 8 quarters since. 6,159 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Proactive Wealth Strategies held 39,804 shares of Amazon worth $9.49M as of Q2 2026.
  • Proactive Wealth Strategies bought 2,052 Amazon shares in Q2 2026, an estimated $515K.
  • Amazon made up 1.52% of Proactive Wealth Strategies's portfolio in Q2 2026, its #14 holding.
  • Proactive Wealth Strategies first reported a position in Amazon in Q3 2024 and has held it in 8 quarters since.
  • 6,159 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Proactive Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.