Wealth Enhancement Advisory Services
AMZN icon

Wealth Enhancement Advisory Services’s Amazon AMZN Stock Holding History

Wealth Enhancement Advisory Services’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 		$518K Buy
+2,300
New +$577K ﹤0.01% 2653
2025
Q3 		– Sell
-39,700
Closed -$1.28M – 3589
2025
Q2 		$1.28M Buy
39,700
+2,500
+7% +$495K ﹤0.01% 1608
2025
Q1 		$829K Sell
37,200
-17,800
-32% -$3.86M ﹤0.01% 1699
2024
Q4 		$1.93M Sell
55,000
-6,000
-10% -$1.23M ﹤0.01% 1210
2024
Q3 		$1.08M Buy
61,000
+60,000
+6,000% +$10.9M ﹤0.01% 1352
2024
Q2 		$48.5K Hold
1,000
– – ﹤0.01% 2457
2024
Q1 		$41.2K Sell
1,000
-500
-33% -$83.5K ﹤0.01% 2352
2023
Q4 		$60.8K Sell
1,500
-5,500
-79% -$771K ﹤0.01% 2206
2023
Q3 		$106K Buy
+7,000
New +$938K ﹤0.01% 2093

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
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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Wealth Enhancement Advisory Services's AMZN Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Amazon (AMZN) stake by 15% in Q2 2026, buying an estimated $110M and bringing the position to 3,364,461 shares worth $758M. The position accounts for 1.27% of the portfolio, ranked #12.

Wealth Enhancement Advisory Services first reported a position in AMZN in Q4 2016 and has held it in 37 quarters since. The position peaked at $945M in Q4 2025. 1,080 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Wealth Enhancement Advisory Services held 3,364,461 shares of Amazon worth $758M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 436,597 Amazon shares in Q2 2026, an estimated $110M.
  • Amazon made up 1.27% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #12 holding.
  • Wealth Enhancement Advisory Services first reported a position in Amazon in Q4 2016 and has held it in 37 quarters since.
  • Wealth Enhancement Advisory Services's Amazon position peaked at $945M in Q4 2025.
  • 1,080 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.