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U.S. Wealth Group’s Amazon AMZN Stock Holding History

U.S. Wealth Group’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
2025
Q4 		$4.71M Sell
20,403
-148
-0.7% -$33.9K 3.1% 11
2025
Q3 		$4.51M Buy
20,551
+2,376
+13% +$538K 2.95% 11
2025
Q2 		$3.99M Sell
18,175
-286
-2% -$56.6K 3.11% 11
2025
Q1 		$3.51M Sell
18,461
-3,339
-15% -$725K 2.78% 11
2024
Q4 		$4.78M Buy
+21,800
New +$4.46M 3.62% 9

Other funds holding AMZN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

U.S. Wealth Group's AMZN Position: Q4 2025 in Review

U.S. Wealth Group reduced its Amazon (AMZN) stake by 0.72% in Q4 2025, selling an estimated $33.9K and leaving 20,403 shares worth $4.71M. The position accounts for 3.1% of the portfolio, ranked #11.

U.S. Wealth Group first reported a position in AMZN in Q4 2024 and has held it in 5 quarters since. The position peaked at $4.78M in Q4 2024. 6,063 funds tracked by Wall St. Rank hold AMZN as of Q4 2025.

  • U.S. Wealth Group held 20,403 shares of Amazon worth $4.71M as of Q4 2025.
  • U.S. Wealth Group sold 148 Amazon shares in Q4 2025, an estimated $33.9K.
  • Amazon made up 3.1% of U.S. Wealth Group's portfolio in Q4 2025, its #11 holding.
  • U.S. Wealth Group first reported a position in Amazon in Q4 2024 and has held it in 5 quarters since.
  • U.S. Wealth Group's Amazon position peaked at $4.78M in Q4 2024.
  • 6,063 funds tracked by Wall St. Rank held Amazon as of Q4 2025.

Based on U.S. Wealth Group's 13F filing for Q4 2025, filed 17 Mar 2026.