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Cassady Wealth & Retirement Planning’s Amazon AMZN Stock Holding History

Cassady Wealth & Retirement Planning’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 		$340K Buy
1,426
+25
+2% +$6.28K 0.16% 82
2026
Q1 		$371K Buy
1,401
+61
+5% +$13.4K 0.19% 77
2025
Q4 		$309K Buy
+1,340
New +$307K 0.2% 79

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

Cassady Wealth & Retirement Planning's AMZN Position: Q2 2026 in Review

Cassady Wealth & Retirement Planning increased its Amazon (AMZN) stake by 1.8% in Q2 2026, buying an estimated $6.28K and bringing the position to 1,426 shares worth $340K. The position accounts for 0.16% of the portfolio, ranked #82.

Cassady Wealth & Retirement Planning first reported a position in AMZN in Q4 2025 and has held it in 3 quarters since. The position peaked at $371K in Q1 2026. 6,101 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Cassady Wealth & Retirement Planning held 1,426 shares of Amazon worth $340K as of Q2 2026.
  • Cassady Wealth & Retirement Planning bought 25 Amazon shares in Q2 2026, an estimated $6.28K.
  • Amazon made up 0.16% of Cassady Wealth & Retirement Planning's portfolio in Q2 2026, its #82 holding.
  • Cassady Wealth & Retirement Planning first reported a position in Amazon in Q4 2025 and has held it in 3 quarters since.
  • Cassady Wealth & Retirement Planning's Amazon position peaked at $371K in Q1 2026.
  • 6,101 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Cassady Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.