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Arcadia Wealth Management (New Hampshire)’s Amazon AMZN Stock Holding History

Arcadia Wealth Management (New Hampshire)’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 		$2.44M Sell
10,217
-572
-5% -$144K 0.76% 24
2026
Q1 		$2.25M Buy
10,789
+29
+0.3% +$6.38K 0.81% 22
2025
Q4 		$2.48M Sell
10,760
-159
-1% -$36.4K 0.92% 22
2025
Q3 		$2.4M Sell
10,919
-200
-2% -$45.3K 0.95% 22
2025
Q2 		$2.44M Sell
11,119
-2,368
-18% -$469K 1.07% 19
2025
Q1 		$2.57M Buy
13,487
+1,272
+10% +$276K 1.27% 19
2024
Q4 		$2.68M Sell
12,215
-3,622
-23% -$741K 1.36% 18
2024
Q3 		$2.95M Buy
15,837
+202
+1% +$36.9K 1.55% 17
2024
Q2 		$3.02M Buy
15,635
+366
+2% +$67.2K 1.73% 14
2024
Q1 		$2.75M Buy
15,269
+5,178
+51% +$864K 1.69% 14
2023
Q4 		$1.53M Buy
10,091
+53
+0.5% +$7.43K 1.06% 21
2023
Q3 		$1.28M Sell
10,038
-1,478
-13% -$198K 1% 20
2023
Q2 		$1.5M Sell
11,516
-153
-1% -$17.5K 1.11% 19
2023
Q1 		$1.21M Buy
11,669
+123
+1% +$11.9K 1% 22
2022
Q4 		$970K Buy
+11,546
New +$1.14M 0.85% 22

Other funds holding AMZN

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Arcadia Wealth Management (New Hampshire)'s AMZN Position: Q2 2026 in Review

Arcadia Wealth Management (New Hampshire) reduced its Amazon (AMZN) stake by 5.3% in Q2 2026, selling an estimated $144K and leaving 10,217 shares worth $2.44M. The position accounts for 0.76% of the portfolio, ranked #24.

Arcadia Wealth Management (New Hampshire) first reported a position in AMZN in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.02M in Q2 2024. 3,520 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Arcadia Wealth Management (New Hampshire) held 10,217 shares of Amazon worth $2.44M as of Q2 2026.
  • Arcadia Wealth Management (New Hampshire) sold 572 Amazon shares in Q2 2026, an estimated $144K.
  • Amazon made up 0.76% of Arcadia Wealth Management (New Hampshire)'s portfolio in Q2 2026, its #24 holding.
  • Arcadia Wealth Management (New Hampshire) first reported a position in Amazon in Q4 2022 and has held it in 15 quarters since.
  • Arcadia Wealth Management (New Hampshire)'s Amazon position peaked at $3.02M in Q2 2024.
  • 3,520 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Arcadia Wealth Management (New Hampshire)'s 13F filing for Q2 2026, filed 20 Jul 2026.