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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
Q2 		$238K Hold
1,000
– – 0.09% 203
2026
Q1 		$208K Buy
+1,000
New +$220K 0.08% 202
2025
Q1 		– Sell
-10,000
Closed -$2.19M – 187
2024
Q4 		$2.19M Hold
10,000
– – 0.95% 26
2024
Q3 		$1.86M Buy
+10,000
New +$1.82M 0.79% 30

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

Unique Wealth Strategies's AMZN Position: Q2 2026 in Review

Unique Wealth Strategies reduced its Amazon (AMZN) stake by 1.9% in Q2 2026, selling an estimated $143K and leaving 29,755 shares worth $7.09M. The position accounts for 2.58% of the portfolio, ranked #6.

Unique Wealth Strategies first reported a position in AMZN in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.53M in Q4 2025. 1,080 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Unique Wealth Strategies held 29,755 shares of Amazon worth $7.09M as of Q2 2026.
  • Unique Wealth Strategies sold 568 Amazon shares in Q2 2026, an estimated $143K.
  • Amazon made up 2.58% of Unique Wealth Strategies's portfolio in Q2 2026, its #6 holding.
  • Unique Wealth Strategies first reported a position in Amazon in Q4 2023 and has held it in 11 quarters since.
  • Unique Wealth Strategies's Amazon position peaked at $7.53M in Q4 2025.
  • 1,080 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.