Serenus Wealth Advisors’s Amazon AMZN Stock Holding History

Serenus 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	$2.04M	Buy	8,565 +291	+4%	+$73K	0.36%	20
2026 Q1	$1.72M	Hold	8,274	–	–	0.34%	20
2025 Q4	$1.91M	Buy	8,274 +200	+2%	+$45.8K	0.37%	20
2025 Q3	$1.77M	Sell	8,074 -63	-0.8%	-$14.3K	0.3%	20
2025 Q2	$1.79M	Sell	8,137 -50,961	-86%	-$10.1M	0.3%	19
2025 Q1	$1.62M	Buy	59,098 +8,942	+18%	+$1.94M	0.27%	19
2024 Q4	$2.05M	Buy	+50,156	New	+$10.3M	0.36%	19

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

Serenus Wealth Advisors's AMZN Position: Q2 2026 in Review

Serenus Wealth Advisors increased its Amazon (AMZN) stake by 3.5% in Q2 2026, buying an estimated $73K and bringing the position to 8,565 shares worth $2.04M. The position accounts for 0.36% of the portfolio, ranked #20.

Serenus Wealth Advisors first reported a position in AMZN in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.05M in Q4 2024. 6,127 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Serenus Wealth Advisors held 8,565 shares of Amazon worth $2.04M as of Q2 2026.
Serenus Wealth Advisors bought 291 Amazon shares in Q2 2026, an estimated $73K.
Amazon made up 0.36% of Serenus Wealth Advisors's portfolio in Q2 2026, its #20 holding.
Serenus Wealth Advisors first reported a position in Amazon in Q4 2024 and has held it in 7 quarters since.
Serenus Wealth Advisors's Amazon position peaked at $2.05M in Q4 2024.
6,127 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

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