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ShoreHaven Wealth Partners’s Amazon AMZN Stock Holding History

ShoreHaven Wealth Partners’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 		$659K Sell
2,764
-2
-0.1% -$502 0.21% 66
2026
Q1 		$576K Sell
2,766
-26
-0.9% -$5.72K 0.21% 69
2025
Q4 		$644K Sell
2,792
-36
-1% -$8.24K 0.23% 64
2025
Q3 		$621K Sell
2,828
-99
-3% -$22.4K 0.23% 62
2025
Q2 		$642K Sell
2,927
-38
-1% -$7.52K 0.26% 60
2025
Q1 		$564K Sell
2,965
-246
-8% -$53.4K 0.27% 56
2024
Q4 		$704K Sell
3,211
-118
-4% -$24.1K 0.33% 50
2024
Q3 		$620K Buy
3,329
+195
+6% +$35.6K 0.3% 52
2024
Q2 		$606K Buy
3,134
+82
+3% +$15.1K 0.32% 51
2024
Q1 		$551K Sell
3,052
-182
-6% -$30.4K 0.3% 53
2023
Q4 		$491K Buy
3,234
+60
+2% +$8.41K 0.3% 53
2023
Q3 		$403K Sell
3,174
-246
-7% -$33K 0.28% 52
2023
Q2 		$446K Hold
3,420
– – 0.3% 46
2023
Q1 		$353K Buy
3,420
+40
+1% +$3.87K 0.25% 54
2022
Q4 		$284K Sell
3,380
-1,142
-25% -$113K 0.2% 66
2022
Q3 		$510K Buy
4,522
+302
+7% +$38.2K 0.39% 49
2022
Q2 		$448K Buy
4,220
+1,460
+53% +$183K 0.32% 53
2022
Q1 		$449K Hold
2,760
– – 0.24% 47
2021
Q4 		$460K Hold
2,760
– – 0.23% 33
2021
Q3 		$453K Buy
2,760
+100
+4% +$17.2K 0.24% 34
2021
Q2 		$457K Sell
2,660
-1,160
-30% -$193K 0.25% 36
2021
Q1 		$591K Buy
3,820
+200
+6% +$31.7K 0.32% 37
2020
Q4 		$589K Buy
+3,620
New +$578K 0.33% 35

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

ShoreHaven Wealth Partners's AMZN Position: Q2 2026 in Review

ShoreHaven Wealth Partners reduced its Amazon (AMZN) stake by 0.07% in Q2 2026, selling an estimated $502 and leaving 2,764 shares worth $659K. The position accounts for 0.21% of the portfolio, ranked #66.

ShoreHaven Wealth Partners first reported a position in AMZN in Q4 2020 and has held it in 23 quarters since. The position peaked at $704K in Q4 2024. 6,101 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • ShoreHaven Wealth Partners held 2,764 shares of Amazon worth $659K as of Q2 2026.
  • ShoreHaven Wealth Partners sold 2 Amazon shares in Q2 2026, an estimated $502.
  • Amazon made up 0.21% of ShoreHaven Wealth Partners's portfolio in Q2 2026, its #66 holding.
  • ShoreHaven Wealth Partners first reported a position in Amazon in Q4 2020 and has held it in 23 quarters since.
  • ShoreHaven Wealth Partners's Amazon position peaked at $704K in Q4 2024.
  • 6,101 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.