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Schneider Downs Wealth Management Advisors’s Amazon AMZN Stock Holding History

Schneider Downs Wealth Management 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 		$2.59M Buy
10,849
+986
+10% +$247K 0.24% 46
2026
Q1 		$2.05M Buy
9,863
+120
+1% +$26.4K 0.23% 50
2025
Q4 		$2.25M Buy
9,743
+2,955
+44% +$676K 0.25% 48
2025
Q3 		$1.49M Buy
6,788
+1,195
+21% +$270K 0.18% 53
2025
Q2 		$1.23M Sell
5,593
-719
-11% -$142K 0.18% 57
2025
Q1 		$1.2M Buy
6,312
+419
+7% +$90.9K 0.22% 51
2024
Q4 		$1.29M Sell
5,893
-134
-2% -$27.4K 0.24% 51
2024
Q3 		$1.12M Buy
6,027
+2,026
+51% +$370K 0.23% 50
2024
Q2 		$773K Sell
4,001
-294
-7% -$54K 0.17% 57
2024
Q1 		$775K Buy
4,295
+1,086
+34% +$181K 0.18% 56
2023
Q4 		$488K Sell
3,209
-240
-7% -$33.6K 0.13% 69
2023
Q3 		$438K Buy
3,449
+618
+22% +$82.8K 0.1% 63
2023
Q2 		$369K Hold
2,831
– – 0.08% 77
2023
Q1 		$292K Sell
2,831
-920
-25% -$88.9K 0.06% 89
2022
Q4 		$315K Sell
3,751
-2,316
-38% -$229K 0.07% 87
2022
Q3 		$686K Sell
6,067
-1,661
-21% -$210K 0.2% 44
2022
Q2 		$821K Buy
7,728
+348
+5% +$43.5K 0.23% 44
2022
Q1 		$1.2M Buy
7,380
+1,200
+19% +$185K 0.31% 36
2021
Q4 		$1.03M Buy
6,180
+100
+2% +$17.1K 0.25% 44
2021
Q3 		$999K Buy
6,080
+1,020
+20% +$176K 0.26% 45
2021
Q2 		$870K Buy
5,060
+380
+8% +$63.2K 0.23% 44
2021
Q1 		$724K Buy
4,680
+1,740
+59% +$276K 0.18% 50
2020
Q4 		$479K Sell
2,940
-1,000
-25% -$160K 0.13% 47
2020
Q3 		$620K Buy
3,940
+900
+30% +$142K 0.21% 40
2020
Q2 		$419K Buy
3,040
+360
+13% +$43.5K 0.14% 49
2020
Q1 		$261K Buy
+2,680
New +$259K 0.1% 68

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 $3.37T AUM 44.26% 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

Schneider Downs Wealth Management Advisors's AMZN Position: Q2 2026 in Review

Schneider Downs Wealth Management Advisors increased its Amazon (AMZN) stake by 10% in Q2 2026, buying an estimated $247K and bringing the position to 10,849 shares worth $2.59M. The position accounts for 0.24% of the portfolio, ranked #46.

Schneider Downs Wealth Management Advisors first reported a position in AMZN in Q1 2020 and has held it in 26 quarters since. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Schneider Downs Wealth Management Advisors held 10,849 shares of Amazon worth $2.59M as of Q2 2026.
  • Schneider Downs Wealth Management Advisors bought 986 Amazon shares in Q2 2026, an estimated $247K.
  • Amazon made up 0.24% of Schneider Downs Wealth Management Advisors's portfolio in Q2 2026, its #46 holding.
  • Schneider Downs Wealth Management Advisors first reported a position in Amazon in Q1 2020 and has held it in 26 quarters since.
  • 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.