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AMZN icon

True Wealth Design’s Amazon AMZN Stock Holding History

True Wealth Design’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 		$890K Buy
3,734
+541
+17% +$136K 0.21% 28
2026
Q1 		$665K Buy
3,193
+779
+32% +$172K 0.18% 29
2025
Q4 		$557K Buy
2,414
+127
+6% +$29.1K 0.16% 28
2025
Q3 		$502K Buy
2,287
+397
+21% +$89.9K 0.15% 28
2025
Q2 		$415K Sell
1,890
-109
-5% -$21.6K 0.15% 28
2025
Q1 		$380K Buy
1,999
+334
+20% +$72.5K 0.14% 19
2024
Q4 		$365K Sell
1,665
-31
-2% -$6.34K 0.14% 19
2024
Q3 		$316K Buy
1,696
+252
+17% +$46K 0.12% 22
2024
Q2 		$279K Buy
1,444
+60
+4% +$11K 0.07% 113
2024
Q1 		$250K Buy
1,384
+114
+9% +$19K 0.06% 114
2023
Q4 		$193K Buy
1,270
+338
+36% +$47.4K 0.05% 116
2023
Q3 		$118K Buy
932
+1
+0.1% +$134 0.04% 124
2023
Q2 		$121K Sell
931
-185
-17% -$21.1K 0.04% 123
2023
Q1 		$115K Buy
1,116
+521
+88% +$50.3K 0.05% 134
2022
Q4 		$50K Buy
+595
New +$58.8K 0.02% 146

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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

True Wealth Design's AMZN Position: Q2 2026 in Review

True Wealth Design increased its Amazon (AMZN) stake by 17% in Q2 2026, buying an estimated $136K and bringing the position to 3,734 shares worth $890K. The position accounts for 0.21% of the portfolio, ranked #28.

True Wealth Design first reported a position in AMZN in Q4 2022 and has held it in 15 quarters since. 1,148 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • True Wealth Design held 3,734 shares of Amazon worth $890K as of Q2 2026.
  • True Wealth Design bought 541 Amazon shares in Q2 2026, an estimated $136K.
  • Amazon made up 0.21% of True Wealth Design's portfolio in Q2 2026, its #28 holding.
  • True Wealth Design first reported a position in Amazon in Q4 2022 and has held it in 15 quarters since.
  • 1,148 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.