Shared Vision Wealth Group’s Amazon AMZN Stock Holding History

Shared Vision Wealth Group’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	$605K	Sell	2,536 -178	-7%	-$44.7K	0.21%	64
2026 Q1	$565K	Hold	2,714	–	–	0.23%	56
2025 Q4	$647K	Sell	2,714 -1,644	-38%	-$376K	0.26%	53
2025 Q3	$950K	Sell	4,358 -337	-7%	-$76.3K	0.4%	38
2025 Q2	$1.1M	Sell	4,695 -95	-2%	-$18.8K	0.55%	30
2025 Q1	$911K	Buy	4,790 +20	+0.4%	+$4.34K	0.5%	30
2024 Q4	$1.05M	Sell	4,770 -396	-8%	-$81K	0.55%	28
2024 Q3	$963K	Sell	5,166 -500	-9%	-$91.2K	0.51%	28
2024 Q2	$1.1M	Buy	5,666 +1,645	+41%	+$302K	0.64%	26
2024 Q1	$725K	Hold	4,021	–	–	0.45%	30
2023 Q4	$611K	Buy	+4,021	New	+$564K	0.41%	34

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

Shared Vision Wealth Group's AMZN Position: Q2 2026 in Review

Shared Vision Wealth Group reduced its Amazon (AMZN) stake by 6.6% in Q2 2026, selling an estimated $44.7K and leaving 2,536 shares worth $605K. The position accounts for 0.21% of the portfolio, ranked #64.

Shared Vision Wealth Group first reported a position in AMZN in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.1M in Q2 2025. 6,147 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Shared Vision Wealth Group held 2,536 shares of Amazon worth $605K as of Q2 2026.
Shared Vision Wealth Group sold 178 Amazon shares in Q2 2026, an estimated $44.7K.
Amazon made up 0.21% of Shared Vision Wealth Group's portfolio in Q2 2026, its #64 holding.
Shared Vision Wealth Group first reported a position in Amazon in Q4 2023 and has held it in 11 quarters since.
Shared Vision Wealth Group's Amazon position peaked at $1.1M in Q2 2025.
6,147 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Shared Vision Wealth Group's 13F filing for Q2 2026, filed 31 Jul 2026.