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Cascade Financial Partners’s Amazon AMZN Stock Holding History

Cascade Financial 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 		$16.4M Sell
68,914
-941
-1% -$236K 1.43% 14
2026
Q1 		$14.5M Sell
69,855
-46
-0.1% -$10.1K 1.5% 11
2025
Q4 		$16.1M Buy
69,901
+361
+0.5% +$82.6K 1.64% 8
2025
Q3 		$15.3M Sell
69,540
-2,030
-3% -$459K 1.75% 10
2025
Q2 		$15.7M Buy
71,570
+1,675
+2% +$331K 1.89% 7
2025
Q1 		$13.3M Sell
69,895
-1,737
-2% -$377K 1.68% 9
2024
Q4 		$15.7M Sell
71,632
-3,472
-5% -$710K 2.05% 8
2024
Q3 		$14.2M Buy
75,104
+1,904
+3% +$347K 1.79% 9
2024
Q2 		$14.1M Buy
73,200
+16,075
+28% +$2.95M 1.86% 9
2024
Q1 		$10.6M Buy
+57,125
New +$9.54M 1.53% 9

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

Cascade Financial Partners's AMZN Position: Q2 2026 in Review

Cascade Financial Partners reduced its Amazon (AMZN) stake by 1.3% in Q2 2026, selling an estimated $236K and leaving 68,914 shares worth $16.4M. The position accounts for 1.43% of the portfolio, ranked #14.

Cascade Financial Partners first reported a position in AMZN in Q1 2024 and has held it in 10 quarters since. 6,123 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Cascade Financial Partners held 68,914 shares of Amazon worth $16.4M as of Q2 2026.
  • Cascade Financial Partners sold 941 Amazon shares in Q2 2026, an estimated $236K.
  • Amazon made up 1.43% of Cascade Financial Partners's portfolio in Q2 2026, its #14 holding.
  • Cascade Financial Partners first reported a position in Amazon in Q1 2024 and has held it in 10 quarters since.
  • 6,123 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.