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Triad Wealth Partners’s Amazon AMZN Stock Holding History

Triad Wealth Partners’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 		$17M Buy
59,842
+3,984
+7% +$1M 1% 21
2026
Q1 		$11.6M Buy
55,858
+4,749
+9% +$1.05M 0.92% 26
2025
Q4 		$11.8M Buy
51,109
+8,975
+21% +$2.05M 1.12% 22
2025
Q3 		$9.25M Buy
42,134
+14,102
+50% +$3.19M 1.19% 22
2025
Q2 		$6.15M Buy
28,032
+8,719
+45% +$1.73M 1.24% 23
2025
Q1 		$3.67M Buy
19,313
+3,164
+20% +$687K 1.14% 21
2024
Q4 		$3.54M Buy
16,149
+3,123
+24% +$639K 1.28% 18
2024
Q3 		$2.43M Buy
13,026
+2,082
+19% +$380K 1.29% 27
2024
Q2 		$2.11M Buy
10,944
+3,845
+54% +$706K 1.11% 19
2024
Q1 		$1.28M Buy
+7,099
New +$1.19M 0.98% 18

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

Triad Wealth Partners's AMZN Position: Q2 2026 in Review

Triad Wealth Partners increased its Amazon (AMZN) stake by 7.1% in Q2 2026, buying an estimated $1M and bringing the position to 59,842 shares worth $17M. The position accounts for 1% of the portfolio, ranked #21.

Triad Wealth Partners first reported a position in AMZN in Q1 2024 and has held it in 10 quarters since. 6,152 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Triad Wealth Partners held 59,842 shares of Amazon worth $17M as of Q2 2026.
  • Triad Wealth Partners bought 3,984 Amazon shares in Q2 2026, an estimated $1M.
  • Amazon made up 1% of Triad Wealth Partners's portfolio in Q2 2026, its #21 holding.
  • Triad Wealth Partners first reported a position in Amazon in Q1 2024 and has held it in 10 quarters since.
  • 6,152 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.