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The Wealth Group’s Amazon AMZN Stock Holding History

The 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 		$540K Hold
2,264
– – 0.1% 57
2026
Q1 		$472K Buy
2,264
+5
+0.2% +$1.1K 0.11% 56
2025
Q4 		$521K Buy
2,259
+650
+40% +$149K 0.12% 54
2025
Q3 		$353K Buy
1,609
+152
+10% +$34.4K 0.08% 61
2025
Q2 		$320K Sell
1,457
-47
-3% -$9.3K 0.08% 57
2025
Q1 		$286K Sell
1,504
-71
-5% -$15.4K 0.08% 51
2024
Q4 		$346K Sell
1,575
-766
-33% -$157K 0.1% 45
2024
Q3 		$436K Sell
2,341
-281
-11% -$51.3K 0.13% 39
2024
Q2 		$507K Sell
2,622
-32
-1% -$5.88K 0.15% 38
2024
Q1 		$498K Sell
2,654
-214
-7% -$35.7K 0.15% 37
2023
Q4 		$485K Buy
+2,868
New +$402K 0.16% 37

Other funds holding AMZN

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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

The Wealth Group's AMZN Position: Q2 2026 in Review

The Wealth Group held its Amazon (AMZN) position steady in Q2 2026 at 2,264 shares worth $540K. The position accounts for 0.1% of the portfolio, ranked #57.

The Wealth Group first reported a position in AMZN in Q4 2023 and has held it in 11 quarters since. 1,080 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • The Wealth Group held 2,264 shares of Amazon worth $540K as of Q2 2026.
  • The Wealth Group left its Amazon share count unchanged in Q2 2026.
  • Amazon made up 0.1% of The Wealth Group's portfolio in Q2 2026, its #57 holding.
  • The Wealth Group first reported a position in Amazon in Q4 2023 and has held it in 11 quarters since.
  • 1,080 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on The Wealth Group's 13F filing for Q2 2026, filed 10 Jul 2026.