Waterway Wealth Management’s Amazon AMZN Stock Holding History

Waterway Wealth Management’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	$4.92M	Sell	20,662 -9,532	-32%	-$2.39M	1.01%	20
2026 Q1	$6.29M	Buy	30,194 +6,754	+29%	+$1.49M	1.39%	16
2025 Q4	$5.41M	Sell	23,440 -61	-0.3%	-$14K	1.22%	16
2025 Q3	$5.16M	Buy	23,501 +1,924	+9%	+$436K	1.23%	15
2025 Q2	$4.73M	Buy	21,577 +14,075	+188%	+$2.79M	1.43%	14
2025 Q1	$1.43M	Buy	7,502 +1,433	+24%	+$311K	0.59%	19
2024 Q4	$1.33M	Buy	6,069 +340	+6%	+$69.6K	0.59%	20
2024 Q3	$1.07M	Buy	5,729 +2,409	+73%	+$440K	0.46%	22
2024 Q2	$642K	Buy	3,320 +100	+3%	+$18.4K	0.31%	34
2024 Q1	$581K	Sell	3,220 -207	-6%	-$34.6K	0.26%	30
2023 Q4	$521K	Buy	+3,427	New	+$480K	0.22%	33

Other funds holding AMZN

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

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

Waterway Wealth Management's AMZN Position: Q2 2026 in Review

Waterway Wealth Management reduced its Amazon (AMZN) stake by 32% in Q2 2026, selling an estimated $2.39M and leaving 20,662 shares worth $4.92M. The position accounts for 1.01% of the portfolio, ranked #20.

Waterway Wealth Management first reported a position in AMZN in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.29M in Q1 2026. 1,408 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Waterway Wealth Management held 20,662 shares of Amazon worth $4.92M as of Q2 2026.
Waterway Wealth Management sold 9,532 Amazon shares in Q2 2026, an estimated $2.39M.
Amazon made up 1.01% of Waterway Wealth Management's portfolio in Q2 2026, its #20 holding.
Waterway Wealth Management first reported a position in Amazon in Q4 2023 and has held it in 11 quarters since.
Waterway Wealth Management's Amazon position peaked at $6.29M in Q1 2026.
1,408 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Waterway Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.