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Wealthspan Partners’s Amazon AMZN Stock Holding History

Wealthspan 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 		$1.01M Buy
4,225
+74
+2% +$18.6K 0.32% 54
2026
Q1 		$865K Buy
4,151
+63
+2% +$13.9K 0.3% 58
2025
Q4 		$944K Buy
4,088
+30
+0.7% +$6.86K 0.34% 52
2025
Q3 		$891K Hold
4,058
– – 0.34% 48
2025
Q2 		$890K Buy
4,058
+288
+8% +$57K 0.37% 47
2025
Q1 		$717K Buy
3,770
+24
+0.6% +$5.21K 0.33% 51
2024
Q4 		$822K Buy
3,746
+159
+4% +$32.5K 0.39% 42
2024
Q3 		$668K Buy
3,587
+20
+0.6% +$3.65K 0.33% 53
2024
Q2 		$689K Buy
3,567
+1
+0% +$184 0.38% 48
2024
Q1 		$643K Buy
3,566
+103
+3% +$17.2K 0.38% 49
2023
Q4 		$526K Buy
3,463
+15
+0.4% +$2.1K 0.37% 44
2023
Q3 		$438K Sell
3,448
-20
-0.6% -$2.68K 0.35% 51
2023
Q2 		$452K Sell
3,468
-138
-4% -$15.8K 0.36% 45
2023
Q1 		$372K Sell
3,606
-461
-11% -$44.5K 0.32% 54
2022
Q4 		$342K Sell
4,067
-130
-3% -$12.8K 0.31% 55
2022
Q3 		$474K Buy
4,197
+28
+0.7% +$3.54K 0.49% 37
2022
Q2 		$443K Sell
4,169
-271
-6% -$33.9K 0.46% 38
2022
Q1 		$724K Buy
4,440
+80
+2% +$12.4K 0.66% 27
2021
Q4 		$727K Buy
+4,360
New +$746K 0.64% 27

Other funds holding AMZN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wealthspan Partners's AMZN Position: Q2 2026 in Review

Wealthspan Partners increased its Amazon (AMZN) stake by 1.8% in Q2 2026, buying an estimated $18.6K and bringing the position to 4,225 shares worth $1.01M. The position accounts for 0.32% of the portfolio, ranked #54.

Wealthspan Partners first reported a position in AMZN in Q4 2021 and has held it in 19 quarters since. 6,101 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Wealthspan Partners held 4,225 shares of Amazon worth $1.01M as of Q2 2026.
  • Wealthspan Partners bought 74 Amazon shares in Q2 2026, an estimated $18.6K.
  • Amazon made up 0.32% of Wealthspan Partners's portfolio in Q2 2026, its #54 holding.
  • Wealthspan Partners first reported a position in Amazon in Q4 2021 and has held it in 19 quarters since.
  • 6,101 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Wealthspan Partners's 13F filing for Q2 2026, filed 6 Aug 2026.