Capital Squared Financial’s Amazon AMZN Stock Holding History

Capital Squared Financial’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	$1.25M	Buy	5,254 +12	+0.2%	+$3.01K	0.82%	42
2026 Q1	$1.09M	Sell	5,242 -3	-0.1%	-$661	0.83%	42
2025 Q4	$1.21M	Sell	5,245 -10	-0.2%	-$2.29K	0.94%	36
2025 Q3	$1.15M	Buy	5,255 +2,189	+71%	+$495K	1%	34
2025 Q2	$673K	Buy	+3,066	New	+$607K	0.78%	35

Other funds holding AMZN

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Capital Squared Financial's AMZN Position: Q2 2026 in Review

Capital Squared Financial increased its Amazon (AMZN) stake by 0.23% in Q2 2026, buying an estimated $3.01K and bringing the position to 5,254 shares worth $1.25M. The position accounts for 0.82% of the portfolio, ranked #42.

Capital Squared Financial first reported a position in AMZN in Q2 2025 and has held it in 5 quarters since. 1,884 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Capital Squared Financial held 5,254 shares of Amazon worth $1.25M as of Q2 2026.
Capital Squared Financial bought 12 Amazon shares in Q2 2026, an estimated $3.01K.
Amazon made up 0.82% of Capital Squared Financial's portfolio in Q2 2026, its #42 holding.
Capital Squared Financial first reported a position in Amazon in Q2 2025 and has held it in 5 quarters since.
1,884 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Capital Squared Financial's 13F filing for Q2 2026, filed 22 Jul 2026.