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truNorth Financial Services’s Amazon AMZN Stock Holding History

truNorth Financial Services’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 		$779K Buy
3,269
+419
+15% +$105K 0.7% 18
2026
Q1 		$594K Sell
2,850
-125
-4% -$27.5K 0.61% 20
2025
Q4 		$687K Buy
+2,975
New +$681K 0.74% 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

truNorth Financial Services's AMZN Position: Q2 2026 in Review

truNorth Financial Services increased its Amazon (AMZN) stake by 15% in Q2 2026, buying an estimated $105K and bringing the position to 3,269 shares worth $779K. The position accounts for 0.7% of the portfolio, ranked #18.

truNorth Financial Services first reported a position in AMZN in Q4 2025 and has held it in 3 quarters since. 6,127 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • truNorth Financial Services held 3,269 shares of Amazon worth $779K as of Q2 2026.
  • truNorth Financial Services bought 419 Amazon shares in Q2 2026, an estimated $105K.
  • Amazon made up 0.7% of truNorth Financial Services's portfolio in Q2 2026, its #18 holding.
  • truNorth Financial Services first reported a position in Amazon in Q4 2025 and has held it in 3 quarters since.
  • 6,127 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on truNorth Financial Services's 13F filing for Q2 2026, filed 30 Jul 2026.