SoundView Advisors’s Amazon AMZN Stock Holding History

SoundView 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
2025 Q4	–	Sell	-6,550	Closed	-$1.44M	–	31
2025 Q3	$1.44M	Buy	6,550 +3,077	+89%	+$696K	0.49%	17
2025 Q2	$761K	Buy	3,473 +214	+7%	+$42.3K	0.28%	24
2025 Q1	$620K	Buy	3,259 +985	+43%	+$214K	0.26%	24
2024 Q4	$498K	Buy	+2,274	New	+$465K	0.21%	25

Other funds holding AMZN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JSC

J. Stern & Co London, United Kingdom $1.06B AUM 11.76% 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

SoundView Advisors's AMZN Position: Q4 2025 in Review

SoundView Advisors sold out of Amazon (AMZN) in Q4 2025, closing a stake of 6,550 shares — an estimated $1.44M sold.

SoundView Advisors first reported a position in AMZN in Q4 2024 and held it in 4 quarters. The position peaked at $1.44M in Q3 2025. 6,083 funds tracked by Wall St. Rank hold AMZN as of Q4 2025.

SoundView Advisors reported no remaining Amazon position as of Q4 2025 after selling out during the quarter.
SoundView Advisors sold 6,550 Amazon shares in Q4 2025, an estimated $1.44M.
SoundView Advisors first reported a position in Amazon in Q4 2024 and held it in 4 quarters.
SoundView Advisors's Amazon position peaked at $1.44M in Q3 2025.
6,083 funds tracked by Wall St. Rank held Amazon as of Q4 2025.

Based on SoundView Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.