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Topel & Distasi Wealth Management’s Amazon AMZN Stock Holding History

Topel & Distasi Wealth Management’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 		$469K Buy
1,969
+60
+3% +$15.1K 0.23% 45
2026
Q1 		$398K Hold
1,909
– – 0.21% 46
2025
Q4 		$441K Hold
1,909
– – 0.22% 48
2025
Q3 		$419K Buy
+1,909
New +$432K 0.21% 50

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

Topel & Distasi Wealth Management's AMZN Position: Q2 2026 in Review

Topel & Distasi Wealth Management increased its Amazon (AMZN) stake by 3.1% in Q2 2026, buying an estimated $15.1K and bringing the position to 1,969 shares worth $469K. The position accounts for 0.23% of the portfolio, ranked #45.

Topel & Distasi Wealth Management first reported a position in AMZN in Q3 2025 and has held it in 4 quarters since. 6,100 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Topel & Distasi Wealth Management held 1,969 shares of Amazon worth $469K as of Q2 2026.
  • Topel & Distasi Wealth Management bought 60 Amazon shares in Q2 2026, an estimated $15.1K.
  • Amazon made up 0.23% of Topel & Distasi Wealth Management's portfolio in Q2 2026, its #45 holding.
  • Topel & Distasi Wealth Management first reported a position in Amazon in Q3 2025 and has held it in 4 quarters since.
  • 6,100 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Topel & Distasi Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.