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TradeWell Securities’s Amazon AMZN Stock Holding History

TradeWell Securities’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 		$7.73M Sell
32,435
-638
-2% -$160K 2.76% 9
2026
Q1 		$6.87M Buy
33,073
+1,874
+6% +$413K 2.9% 9
2025
Q4 		$7.2M Buy
31,199
+554
+2% +$127K 2.8% 9
2025
Q3 		$6.76M Buy
30,645
+348
+1% +$78.8K 2.84% 9
2025
Q2 		$6.65M Buy
30,297
+1,969
+7% +$390K 3.18% 8
2025
Q1 		$5.39M Buy
28,328
+801
+3% +$174K 2.97% 9
2024
Q4 		$6.04M Buy
+27,527
New +$5.63M 3.13% 8

Other funds holding AMZN

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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TradeWell Securities's AMZN Position: Q2 2026 in Review

TradeWell Securities reduced its Amazon (AMZN) stake by 1.9% in Q2 2026, selling an estimated $160K and leaving 32,435 shares worth $7.73M. The position accounts for 2.76% of the portfolio, ranked #9.

TradeWell Securities first reported a position in AMZN in Q4 2024 and has held it in 7 quarters since. 2,958 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • TradeWell Securities held 32,435 shares of Amazon worth $7.73M as of Q2 2026.
  • TradeWell Securities sold 638 Amazon shares in Q2 2026, an estimated $160K.
  • Amazon made up 2.76% of TradeWell Securities's portfolio in Q2 2026, its #9 holding.
  • TradeWell Securities first reported a position in Amazon in Q4 2024 and has held it in 7 quarters since.
  • 2,958 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on TradeWell Securities's 13F filing for Q2 2026, filed 28 Jul 2026.