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TrueWealth Advisors’s Amazon AMZN Stock Holding History

TrueWealth Advisors’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 		$2.42M Hold
10,137
– – 0.54% 29
2026
Q1 		$2.11M Buy
10,137
+540
+6% +$119K 0.53% 31
2025
Q4 		$2.22M Sell
9,597
-103
-1% -$23.6K 0.57% 35
2025
Q3 		$2.13M Buy
9,700
+996
+11% +$225K 0.58% 33
2025
Q2 		$1.91M Buy
8,704
+311
+4% +$61.5K 0.57% 37
2025
Q1 		$1.6M Buy
8,393
+77
+0.9% +$16.7K 0.52% 43
2024
Q4 		$1.82M Buy
8,316
+753
+10% +$154K 0.61% 36
2024
Q3 		$1.41M Buy
7,563
+502
+7% +$91.6K 0.47% 47
2024
Q2 		$1.36M Buy
7,061
+416
+6% +$76.4K 0.5% 42
2024
Q1 		$1.2M Buy
6,645
+802
+14% +$134K 0.46% 45
2023
Q4 		$888K Buy
5,843
+88
+2% +$12.3K 0.34% 56
2023
Q3 		$732K Buy
5,755
+289
+5% +$38.7K 0.31% 63
2023
Q2 		$713K Sell
5,466
-92
-2% -$10.5K 0.29% 66
2023
Q1 		$574K Buy
5,558
+40
+0.7% +$3.87K 0.24% 75
2022
Q4 		$464K Buy
5,518
+480
+10% +$47.4K 0.2% 87
2022
Q3 		$569K Buy
5,038
+255
+5% +$32.2K 0.27% 72
2022
Q2 		$508K Buy
4,783
+2,783
+139% +$348K 0.24% 85
2022
Q1 		$333K Hold
2,000
– – 0.15% 124
2021
Q4 		$333K Buy
+2,000
New +$342K 0.15% 124

Other funds holding AMZN

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
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
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

TrueWealth Advisors's AMZN Position: Q2 2026 in Review

TrueWealth Advisors held its Amazon (AMZN) position steady in Q2 2026 at 10,137 shares worth $2.42M. The position accounts for 0.54% of the portfolio, ranked #29.

TrueWealth Advisors first reported a position in AMZN in Q4 2021 and has held it in 19 quarters since. 2,873 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • TrueWealth Advisors held 10,137 shares of Amazon worth $2.42M as of Q2 2026.
  • TrueWealth Advisors left its Amazon share count unchanged in Q2 2026.
  • Amazon made up 0.54% of TrueWealth Advisors's portfolio in Q2 2026, its #29 holding.
  • TrueWealth Advisors first reported a position in Amazon in Q4 2021 and has held it in 19 quarters since.
  • 2,873 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.