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Trinity Wealth Management’s Amazon AMZN Stock Holding History

Trinity 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 		$254K Buy
+1,064
New +$267K 0.08% 66
2021
Q2 		– Sell
-1,780
Closed -$275K – 29
2021
Q1 		$275K Hold
1,780
– – 0.24% 24
2020
Q4 		$290K Buy
+1,780
New +$284K 0.26% 21
2020
Q2 		$223K Buy
+1,620
New +$196K 0.31% 21

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
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
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
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

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

Trinity Wealth Management opened a new position in Amazon (AMZN) in Q2 2026: 1,064 shares worth $254K. The stake represents 0.08% of the portfolio and ranks #66 among its holdings. This is a return to the name: Trinity Wealth Management previously reported a position in AMZN as recently as Q1 2021.

Trinity Wealth Management first reported a position in AMZN in Q2 2020 and has held it in 4 quarters since. The position peaked at $290K in Q4 2020. 2,612 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Trinity Wealth Management held 1,064 shares of Amazon worth $254K as of Q2 2026.
  • Amazon was a new Trinity Wealth Management position in Q2 2026.
  • Amazon made up 0.08% of Trinity Wealth Management's portfolio in Q2 2026, its #66 holding.
  • Trinity Wealth Management first reported a position in Amazon in Q2 2020 and has held it in 4 quarters since.
  • Trinity Wealth Management's Amazon position peaked at $290K in Q4 2020.
  • 2,612 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Trinity Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.