WFA
AMZN icon

Wellspring Financial Advisors’s Amazon AMZN Stock Holding History

Wellspring Financial Advisors’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 		$15.4M Sell
64,409
-2,119
-3% -$532K 1.01% 16
2026
Q1 		$13.9M Buy
66,528
+10,272
+18% +$2.26M 1.04% 19
2025
Q4 		$13M Buy
56,256
+30,635
+120% +$7.01M 1.03% 19
2025
Q3 		$5.63M Sell
25,621
-1,273
-5% -$288K 0.52% 28
2025
Q2 		$5.9M Buy
26,894
+2,766
+11% +$547K 0.59% 28
2025
Q1 		$4.59M Buy
24,128
+42
+0.2% +$9.11K 0.51% 26
2024
Q4 		$5.29M Sell
24,086
-42,119
-64% -$8.62M 0.55% 25
2024
Q3 		$3.83M Buy
66,205
+42,368
+178% +$7.73M 0.46% 30
2024
Q2 		$4.61M Buy
23,837
+9,029
+61% +$1.66M 0.63% 25
2024
Q1 		$2.67M Buy
14,808
+1,046
+8% +$175K 0.42% 34
2023
Q4 		$2.09M Buy
13,762
+1,474
+12% +$207K 0.52% 36
2023
Q3 		$1.56M Buy
12,288
+2,567
+26% +$344K 0.46% 39
2023
Q2 		$1.27M Sell
9,721
-95
-1% -$10.8K 0.36% 43
2023
Q1 		$1.01M Sell
9,816
-1,097
-10% -$106K 0.3% 47
2022
Q4 		$917K Buy
10,913
+564
+5% +$55.7K 0.31% 46
2022
Q3 		$1.17M Sell
10,349
-288
-3% -$36.4K 0.43% 38
2022
Q2 		$1.19M Sell
10,637
-223
-2% -$27.9K 0.41% 36
2022
Q1 		$1.77M Buy
10,860
+560
+5% +$86.5K 0.52% 33
2021
Q4 		$1.72M Sell
10,300
-40
-0.4% -$6.85K 0.48% 35
2021
Q3 		$1.7M Buy
10,340
+180
+2% +$31K 0.51% 34
2021
Q2 		$1.75M Sell
10,160
-340
-3% -$56.5K 0.55% 33
2021
Q1 		$1.02M Buy
10,500
+140
+1% +$22.2K 0.49% 31
2020
Q4 		$1.69M Buy
10,360
+240
+2% +$38.3K 0.59% 31
2020
Q3 		$1.59M Sell
10,120
-400
-4% -$63.1K 0.62% 31
2020
Q2 		$1.45M Buy
10,520
+20
+0.2% +$2.42K 0.6% 29
2020
Q1 		$1.02M Buy
+10,500
New +$1.02M 0.49% 31

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

Wellspring Financial Advisors's AMZN Position: Q2 2026 in Review

Wellspring Financial Advisors reduced its Amazon (AMZN) stake by 3.2% in Q2 2026, selling an estimated $532K and leaving 64,409 shares worth $15.4M. The position accounts for 1.01% of the portfolio, ranked #16.

Wellspring Financial Advisors first reported a position in AMZN in Q1 2020 and has held it in 26 quarters since. 2,021 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Wellspring Financial Advisors held 64,409 shares of Amazon worth $15.4M as of Q2 2026.
  • Wellspring Financial Advisors sold 2,119 Amazon shares in Q2 2026, an estimated $532K.
  • Amazon made up 1.01% of Wellspring Financial Advisors's portfolio in Q2 2026, its #16 holding.
  • Wellspring Financial Advisors first reported a position in Amazon in Q1 2020 and has held it in 26 quarters since.
  • 2,021 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.