Unique Wealth Strategies’s Amazon AMZN Stock Holding History

Unique Wealth Strategies’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 Q3	$7.09M	Hold	29,755	–	–	2.6%	6
2026 Q2	$7.09M	Sell	29,755 -568	-2%	-$143K	2.58%	6
2026 Q1	$6.32M	Sell	30,323 -2,280	-7%	-$502K	2.56%	5
2025 Q4	$7.53M	Sell	32,603 -526	-2%	-$120K	2.93%	4
2025 Q3	$7.27M	Buy	33,129 +6,258	+23%	+$1.42M	2.82%	5
2025 Q2	$5.9M	Sell	26,871 -742	-3%	-$147K	2.45%	6
2025 Q1	$5.25M	Sell	27,613 -387	-1%	-$84K	2.39%	7
2024 Q4	$6.14M	Buy	28,000 +6,086	+28%	+$1.25M	2.67%	5
2024 Q3	$4.08M	Buy	21,914 +1,180	+6%	+$215K	1.72%	10
2024 Q2	$3.74M	Hold	20,734	–	–	1.75%	9
2024 Q1	$3.74M	Buy	20,734 +126	+0.6%	+$21K	1.83%	9
2023 Q4	$3.13M	Buy	+20,608	New	+$2.89M	2.09%	11

Other funds holding AMZN

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Unique Wealth Strategies's AMZN Position: Q3 2026 in Review

Unique Wealth Strategies held its Amazon (AMZN) position steady in Q3 2026 at 29,755 shares worth $7.09M. The position accounts for 2.6% of the portfolio, ranked #6.

Unique Wealth Strategies first reported a position in AMZN in Q4 2023 and has held it in 12 quarters since. The position peaked at $7.53M in Q4 2025. 4,693 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

Unique Wealth Strategies held 29,755 shares of Amazon worth $7.09M as of Q3 2026.
Unique Wealth Strategies left its Amazon share count unchanged in Q3 2026.
Amazon made up 2.6% of Unique Wealth Strategies's portfolio in Q3 2026, its #6 holding.
Unique Wealth Strategies first reported a position in Amazon in Q4 2023 and has held it in 12 quarters since.
Unique Wealth Strategies's Amazon position peaked at $7.53M in Q4 2025.
4,693 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Unique Wealth Strategies's 13F filing for Q3 2026, filed 13 Oct 2026.