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AMZN icon

Wealthquest’s Amazon AMZN Stock Holding History

Wealthquest’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 		$5.24M Buy
22,005
+5,201
+31% +$1.31M 0.33% 27
2026
Q1 		$3.5M Buy
16,804
+10
+0.1% +$2.2K 0.25% 26
2025
Q4 		$3.88M Buy
16,794
+1,171
+7% +$268K 0.29% 26
2025
Q3 		$3.43M Buy
15,623
+713
+5% +$161K 0.27% 24
2025
Q2 		$3.27M Buy
14,910
+565
+4% +$112K 0.26% 24
2025
Q1 		$2.73M Sell
14,345
-622
-4% -$135K 0.23% 28
2024
Q4 		$3.28M Buy
14,967
+411
+3% +$84.1K 0.27% 27
2024
Q3 		$2.69M Buy
14,556
+588
+4% +$107K 0.24% 32
2024
Q2 		$2.7M Sell
13,968
-296
-2% -$54.4K 0.29% 30
2024
Q1 		$2.57M Sell
14,264
-504
-3% -$84.1K 0.28% 31
2023
Q4 		$2.24M Sell
14,768
-325
-2% -$45.6K 0.25% 33
2023
Q3 		$1.92M Sell
15,093
-19
-0.1% -$2.55K 0.24% 33
2023
Q2 		$1.97M Buy
15,112
+394
+3% +$45K 0.24% 36
2023
Q1 		$1.52M Sell
14,718
-545
-4% -$52.7K 0.2% 40
2022
Q4 		$1.28M Sell
15,263
-1,883
-11% -$186K 0.17% 43
2022
Q3 		$1.94M Buy
17,146
+11,913
+228% +$1.51M 0.27% 36
2022
Q2 		$1.8M Sell
5,233
-12,127
-70% -$1.52M 0.27% 42
2022
Q1 		$2.89M Hold
17,360
– – 0.44% 25
2021
Q4 		$2.89M Buy
17,360
+1,300
+8% +$222K 0.44% 25
2021
Q3 		$2.64M Buy
16,060
+60
+0.4% +$10.3K 0.44% 26
2021
Q2 		$2.75M Buy
16,000
+940
+6% +$156K 0.47% 28
2021
Q1 		$2.33M Sell
15,060
-460
-3% -$72.9K 0.44% 29
2020
Q4 		$2.53M Buy
15,520
+40
+0.3% +$6.38K 0.54% 21
2020
Q3 		$2.44M Sell
15,480
-60
-0.4% -$9.46K 0.6% 21
2020
Q2 		$2.14M Buy
+15,540
New +$1.88M 0.55% 24
2019
Q4 		$975K Sell
10,560
-200
-2% -$17.7K 0.28% 60
2019
Q3 		$933K Sell
10,760
-860
-7% -$79.7K 0.31% 59
2019
Q2 		$1.1M Sell
11,620
-100
-0.9% -$9.31K 0.42% 47
2019
Q1 		$1.04M Buy
11,720
+380
+3% +$31.6K 0.39% 47
2018
Q4 		$851K Buy
+11,340
New +$943K 0.35% 51

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
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
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Wealthquest's AMZN Position: Q2 2026 in Review

Wealthquest increased its Amazon (AMZN) stake by 31% in Q2 2026, buying an estimated $1.31M and bringing the position to 22,005 shares worth $5.24M. The position accounts for 0.33% of the portfolio, ranked #27.

Wealthquest first reported a position in AMZN in Q4 2018 and has held it in 30 quarters since. 2,135 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Wealthquest held 22,005 shares of Amazon worth $5.24M as of Q2 2026.
  • Wealthquest bought 5,201 Amazon shares in Q2 2026, an estimated $1.31M.
  • Amazon made up 0.33% of Wealthquest's portfolio in Q2 2026, its #27 holding.
  • Wealthquest first reported a position in Amazon in Q4 2018 and has held it in 30 quarters since.
  • 2,135 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Wealthquest's 13F filing for Q2 2026, filed 23 Jul 2026.