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TriaGen Wealth Management’s Amazon AMZN Stock Holding History

TriaGen 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 		$1.95M Sell
8,201
-1,000
-11% -$251K 0.49% 55
2026
Q1 		$1.92M Sell
9,201
-711
-7% -$157K 0.52% 46
2025
Q4 		$2.29M Sell
9,912
-1,722
-15% -$394K 0.59% 42
2025
Q3 		$2.55M Buy
11,634
+3,230
+38% +$731K 0.67% 37
2025
Q2 		$1.84M Buy
8,404
+504
+6% +$99.7K 0.56% 55
2025
Q1 		$1.5M Sell
7,900
-200
-2% -$43.4K 0.53% 53
2024
Q4 		$1.78M Buy
8,100
+61
+0.8% +$12.5K 0.6% 47
2024
Q3 		$1.5M Sell
8,039
-6,899
-46% -$1.26M 0.5% 56
2024
Q2 		$2.89M Buy
14,938
+1,446
+11% +$266K 1.12% 21
2024
Q1 		$2.43M Buy
13,492
+4,887
+57% +$816K 1.01% 26
2023
Q4 		$1.31M Buy
8,605
+175
+2% +$24.5K 0.62% 51
2023
Q3 		$1.07M Hold
8,430
– – 0.55% 58
2023
Q2 		$1.1M Hold
8,430
– – 0.5% 63
2023
Q1 		$871K Buy
8,430
+55
+0.7% +$5.31K 0.44% 67
2022
Q4 		$704K Buy
8,375
+45
+0.5% +$4.45K 0.39% 68
2022
Q3 		$941K Buy
8,330
+395
+5% +$49.9K 0.52% 51
2022
Q2 		$843K Buy
7,935
+755
+11% +$94.5K 0.6% 47
2022
Q1 		$1.17M Buy
7,180
+460
+7% +$71.1K 0.61% 59
2021
Q4 		$1.12M Sell
6,720
-40
-0.6% -$6.85K 0.55% 64
2021
Q3 		$1.11M Buy
6,760
+140
+2% +$24.1K 0.6% 60
2021
Q2 		$1.1M Sell
6,620
-80
-1% -$13.3K 0.57% 64
2021
Q1 		$1.04M Buy
6,700
+40
+0.6% +$6.34K 0.6% 58
2020
Q4 		$1.08M Buy
+6,660
New +$1.06M 0.64% 54

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

TriaGen Wealth Management's AMZN Position: Q2 2026 in Review

TriaGen Wealth Management reduced its Amazon (AMZN) stake by 11% in Q2 2026, selling an estimated $251K and leaving 8,201 shares worth $1.95M. The position accounts for 0.49% of the portfolio, ranked #55.

TriaGen Wealth Management first reported a position in AMZN in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.89M in Q2 2024. 6,153 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • TriaGen Wealth Management held 8,201 shares of Amazon worth $1.95M as of Q2 2026.
  • TriaGen Wealth Management sold 1,000 Amazon shares in Q2 2026, an estimated $251K.
  • Amazon made up 0.49% of TriaGen Wealth Management's portfolio in Q2 2026, its #55 holding.
  • TriaGen Wealth Management first reported a position in Amazon in Q4 2020 and has held it in 23 quarters since.
  • TriaGen Wealth Management's Amazon position peaked at $2.89M in Q2 2024.
  • 6,153 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on TriaGen Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.