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Surience Private Wealth’s Amazon AMZN Stock Holding History

Surience Private Wealth’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 		– Sell
-10,566
Closed -$2.2M – 46
2026
Q1 		$2.2M Sell
10,566
-8,351
-44% -$1.84M 2.36% 17
2025
Q4 		$4.37M Buy
+18,917
New +$4.33M 4.69% 8
2024
Q4 		– Sell
-1,760
Closed -$328K – 24
2024
Q3 		$328K Hold
1,760
– – 0.34% 21
2024
Q2 		$340K Hold
1,760
– – 0.44% 24
2024
Q1 		$317K Sell
1,760
-24,808
-93% -$4.14M 0.3% 26
2023
Q4 		$4.04M Buy
26,568
+12,336
+87% +$1.73M 4.1% 7
2023
Q3 		$1.81M Buy
14,232
+12,472
+709% +$1.67M 3.5% 11
2023
Q2 		$229K Buy
+1,760
New +$201K 0.33% 25
2022
Q2 		– Sell
-1,760
Closed -$287K – 15
2022
Q1 		$287K Sell
1,760
-440
-20% -$68K 0.25% 22
2021
Q4 		$367K Buy
+2,200
New +$377K 0.3% 20

Other funds holding AMZN

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Surience Private Wealth's AMZN Position: Q2 2026 in Review

Surience Private Wealth sold out of Amazon (AMZN) in Q2 2026, closing a stake of 10,566 shares — an estimated $2.2M sold.

Surience Private Wealth first reported a position in AMZN in Q4 2021 and held it in 10 quarters. The position peaked at $4.37M in Q4 2025. 3,093 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Surience Private Wealth reported no remaining Amazon position as of Q2 2026 after selling out during the quarter.
  • Surience Private Wealth sold 10,566 Amazon shares in Q2 2026, an estimated $2.2M.
  • Surience Private Wealth first reported a position in Amazon in Q4 2021 and held it in 10 quarters.
  • Surience Private Wealth's Amazon position peaked at $4.37M in Q4 2025.
  • 3,093 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Surience Private Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.