Vestia Personal Wealth Advisors’s Amazon AMZN Stock Holding History

Vestia Personal Wealth 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	$1.24M	Buy	5,223 +198	+4%	+$49.7K	0.49%	32
2026 Q1	$1.05M	Sell	5,025 -44	-0.9%	-$9.69K	0.49%	33
2025 Q4	$1.17M	Buy	5,069 +368	+8%	+$84.2K	0.6%	32
2025 Q3	$1.03M	Buy	4,701 +11	+0.2%	+$2.49K	0.6%	31
2025 Q2	$1.03M	Buy	4,690 +93	+2%	+$18.4K	0.7%	30
2025 Q1	$875K	Buy	4,597 +142	+3%	+$30.8K	0.69%	29
2024 Q4	$977K	Buy	4,455 +3,111	+231%	+$636K	0.8%	27
2024 Q3	$250K	Buy	1,344 +233	+21%	+$42.5K	0.24%	66
2024 Q2	$215K	Buy	+1,111	New	+$204K	0.23%	68

Other funds holding AMZN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vestia Personal Wealth Advisors's AMZN Position: Q2 2026 in Review

Vestia Personal Wealth Advisors increased its Amazon (AMZN) stake by 3.9% in Q2 2026, buying an estimated $49.7K and bringing the position to 5,223 shares worth $1.24M. The position accounts for 0.49% of the portfolio, ranked #32.

Vestia Personal Wealth Advisors first reported a position in AMZN in Q2 2024 and has held it in 9 quarters since. 6,149 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Vestia Personal Wealth Advisors held 5,223 shares of Amazon worth $1.24M as of Q2 2026.
Vestia Personal Wealth Advisors bought 198 Amazon shares in Q2 2026, an estimated $49.7K.
Amazon made up 0.49% of Vestia Personal Wealth Advisors's portfolio in Q2 2026, its #32 holding.
Vestia Personal Wealth Advisors first reported a position in Amazon in Q2 2024 and has held it in 9 quarters since.
6,149 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Vestia Personal Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.