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WealthPLAN Partners’s Amazon AMZN Stock Holding History

WealthPLAN 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 		$23.8K Buy
+100
New +$25.1K ﹤0.01% 225

Other funds holding AMZN

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM

WealthPLAN Partners's AMZN Position: Q2 2026 in Review

WealthPLAN Partners reduced its Amazon (AMZN) stake by 15% in Q2 2026, selling an estimated $1.72M and leaving 40,224 shares worth $9.59M. The position accounts for 1.83% of the portfolio, ranked #9.

WealthPLAN Partners first reported a position in AMZN in Q1 2015 and has held it in 41 quarters since. The position peaked at $18.3M in Q3 2021. 2,674 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • WealthPLAN Partners held 40,224 shares of Amazon worth $9.59M as of Q2 2026.
  • WealthPLAN Partners sold 6,836 Amazon shares in Q2 2026, an estimated $1.72M.
  • Amazon made up 1.83% of WealthPLAN Partners's portfolio in Q2 2026, its #9 holding.
  • WealthPLAN Partners first reported a position in Amazon in Q1 2015 and has held it in 41 quarters since.
  • WealthPLAN Partners's Amazon position peaked at $18.3M in Q3 2021.
  • 2,674 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.