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Selective Wealth Management’s Amazon AMZN Stock Holding History

Selective 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 		$1.5M Buy
6,060
+582
+11% +$146K 0.39% 36
2026
Q1 		$1.44M Sell
5,478
-211
-4% -$46.5K 0.43% 35
2025
Q4 		$1.36M Sell
5,689
-44
-0.8% -$10.1K 0.42% 33
2025
Q3 		$1.27M Buy
5,733
+772
+16% +$175K 0.41% 32
2025
Q2 		$1.1M Buy
4,961
+423
+9% +$83.7K 0.4% 33
2025
Q1 		$839K Sell
4,538
-281
-6% -$61K 0.37% 41
2024
Q4 		$1.05M Sell
4,819
-121
-2% -$24.8K 0.43% 36
2024
Q3 		$903K Sell
4,940
-186
-4% -$33.9K 0.37% 40
2024
Q2 		$1.02M Sell
5,126
-128
-2% -$23.5K 0.45% 33
2024
Q1 		$977K Hold
5,254
– – 0.42% 36
2023
Q4 		$760K Buy
5,254
+167
+3% +$23.4K 0.38% 36
2023
Q3 		$646K Sell
5,087
-817
-14% -$109K 0.35% 36
2023
Q2 		$751K Buy
+5,904
New +$674K 0.37% 36
2022
Q4 		$524K Sell
5,387
-1,053
-16% -$104K 0.28% 49
2022
Q3 		$728K Hold
6,440
– – 0.31% 45
2022
Q2 		$684K Buy
6,440
+860
+15% +$108K 0.24% 60
2022
Q1 		$910K Sell
5,580
-960
-15% -$148K 0.33% 41
2021
Q4 		$1.09M Sell
6,540
-60
-0.9% -$10.3K 0.44% 33
2021
Q3 		$1.08M Buy
6,600
+2,640
+67% +$455K 0.57% 30
2021
Q2 		$681K Buy
3,960
+3,200
+421% +$532K 0.54% 29
2021
Q1 		$118K Hold
760
– – 0.11% 70
2020
Q4 		$124K Buy
760
+120
+19% +$19.1K 0.08% 69
2020
Q3 		$101K Sell
640
-420
-40% -$66.2K 0.08% 76
2020
Q2 		$146K Hold
1,060
– – 0.12% 60
2020
Q1 		$103K Hold
1,060
– – 0.16% 42
2019
Q4 		$98K Sell
1,060
-60
-5% -$5.31K 0.12% 49
2019
Q3 		$97K Buy
+1,120
New +$104K 0.13% 52
2018
Q3 		$20K Buy
+200
New +$18.8K 0.24% 56

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

Selective Wealth Management's AMZN Position: Q2 2026 in Review

Selective Wealth Management increased its Amazon (AMZN) stake by 11% in Q2 2026, buying an estimated $146K and bringing the position to 6,060 shares worth $1.5M. The position accounts for 0.39% of the portfolio, ranked #36.

Selective Wealth Management first reported a position in AMZN in Q3 2018 and has held it in 28 quarters since. 2,811 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Selective Wealth Management held 6,060 shares of Amazon worth $1.5M as of Q2 2026.
  • Selective Wealth Management bought 582 Amazon shares in Q2 2026, an estimated $146K.
  • Amazon made up 0.39% of Selective Wealth Management's portfolio in Q2 2026, its #36 holding.
  • Selective Wealth Management first reported a position in Amazon in Q3 2018 and has held it in 28 quarters since.
  • 2,811 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Selective Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.