WAP
AMZN icon

Wealthcare Advisory Partners’s Amazon AMZN Stock Holding History

Wealthcare Advisory Partners’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 		$26.2M Sell
110,006
-12,804
-10% -$3.21M 0.5% 37
2026
Q1 		$25.6M Buy
122,810
+7,182
+6% +$1.58M 0.5% 38
2025
Q4 		$26.7M Buy
115,628
+12,431
+12% +$2.84M 0.52% 34
2025
Q3 		$22.7M Buy
103,197
+3,495
+4% +$791K 0.47% 40
2025
Q2 		$21.9M Buy
99,702
+9,267
+10% +$1.83M 0.5% 41
2025
Q1 		$17.2M Buy
90,435
+2,182
+2% +$473K 0.46% 44
2024
Q4 		$19.4M Sell
88,253
-3,110
-3% -$636K 0.54% 36
2024
Q3 		$17M Buy
91,363
+679
+0.7% +$124K 0.49% 39
2024
Q2 		$17.5M Buy
90,684
+6,277
+7% +$1.15M 0.55% 38
2024
Q1 		$15.2M Buy
84,407
+21,998
+35% +$3.67M 0.5% 43
2023
Q4 		$9.48M Buy
62,409
+2,833
+5% +$397K 0.38% 53
2023
Q3 		$7.57M Buy
59,576
+2,575
+5% +$345K 0.35% 58
2023
Q2 		$7.43M Sell
57,001
-1,321
-2% -$151K 0.33% 57
2023
Q1 		$6.02M Buy
58,322
+2,077
+4% +$201K 0.26% 75
2022
Q4 		$4.72M Sell
56,245
-3,483
-6% -$344K 0.23% 85
2022
Q3 		$6.75M Buy
59,728
+6,944
+13% +$878K 0.39% 56
2022
Q2 		$5.61M Buy
52,784
+9,704
+23% +$1.21M 0.34% 55
2022
Q1 		$7.02M Buy
43,080
+160
+0.4% +$24.7K 0.43% 38
2021
Q4 		$7.16M Sell
42,920
-60
-0.1% -$10.3K 0.43% 40
2021
Q3 		$7.06M Sell
42,980
-5,400
-11% -$931K 0.46% 35
2021
Q2 		$8.32M Sell
48,380
-980
-2% -$163K 0.56% 33
2021
Q1 		$7.64M Buy
49,360
+10,140
+26% +$1.61M 0.55% 29
2020
Q4 		$6.39M Buy
39,220
+5,900
+18% +$942K 0.57% 31
2020
Q3 		$5.25M Buy
33,320
+1,120
+3% +$177K 0.58% 29
2020
Q2 		$4.44M Buy
32,200
+1,360
+4% +$164K 0.55% 28
2020
Q1 		$3.01M Buy
30,840
+11,860
+62% +$1.15M 0.44% 34
2019
Q4 		$1.75M Sell
18,980
-380
-2% -$33.6K 0.22% 60
2019
Q3 		$1.68M Buy
19,360
+940
+5% +$87.2K 0.24% 57
2019
Q2 		$1.74M Buy
18,420
+1,620
+10% +$151K 0.28% 53
2019
Q1 		$1.5M Buy
16,800
+1,640
+11% +$136K 0.26% 58
2018
Q4 		$1.14M Sell
15,160
-2,180
-13% -$181K 0.22% 66
2018
Q3 		$1.74M Buy
17,340
+280
+2% +$26.3K 0.32% 43
2018
Q2 		$1.45M Sell
17,060
-440
-3% -$34.9K 0.28% 53
2018
Q1 		$1.27M Buy
17,500
+6,680
+62% +$478K 0.29% 51
2017
Q4 		$633K Buy
10,820
+2,920
+37% +$161K 0.16% 79
2017
Q3 		$380K Buy
+7,900
New +$388K 0.11% 102
2017
Q2 		– Sell
-1,000
Closed -$44K – 104
2017
Q1 		$44K Hold
1,000
– – 0.02% 44
2016
Q4 		$37K Hold
1,000
– – 0.02% 49
2016
Q3 		$42K Hold
1,000
– – 0.03% 39
2016
Q2 		$36K Buy
+1,000
New +$33.8K 0.03% 53

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
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

Wealthcare Advisory Partners's AMZN Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Amazon (AMZN) stake by 10% in Q2 2026, selling an estimated $3.21M and leaving 110,006 shares worth $26.2M. The position accounts for 0.5% of the portfolio, ranked #37.

Wealthcare Advisory Partners first reported a position in AMZN in Q2 2016 and has held it in 40 quarters since. The position peaked at $26.7M in Q4 2025. 1,409 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Wealthcare Advisory Partners held 110,006 shares of Amazon worth $26.2M as of Q2 2026.
  • Wealthcare Advisory Partners sold 12,804 Amazon shares in Q2 2026, an estimated $3.21M.
  • Amazon made up 0.5% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #37 holding.
  • Wealthcare Advisory Partners first reported a position in Amazon in Q2 2016 and has held it in 40 quarters since.
  • Wealthcare Advisory Partners's Amazon position peaked at $26.7M in Q4 2025.
  • 1,409 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.