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Centricity Wealth Management’s Amazon AMZN Stock Holding History

Centricity Wealth Management’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
2025
Q2 		$1.39M Sell
6,326
-81
-1% -$16K 1.11% 20
2025
Q1 		$1.22M Buy
6,407
+52
+0.8% +$11.3K 1.11% 18
2024
Q4 		$1.39M Buy
+6,355
New +$1.3M 1.3% 18

Other funds holding AMZN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Centricity Wealth Management's AMZN Position: Q2 2025 in Review

Centricity Wealth Management reduced its Amazon (AMZN) stake by 1.3% in Q2 2025, selling an estimated $16K and leaving 6,326 shares worth $1.39M. The position accounts for 1.11% of the portfolio, ranked #20.

Centricity Wealth Management first reported a position in AMZN in Q4 2024 and has held it in 3 quarters since. The position peaked at $1.39M in Q4 2024. 5,554 funds tracked by Wall St. Rank hold AMZN as of Q2 2025.

  • Centricity Wealth Management held 6,326 shares of Amazon worth $1.39M as of Q2 2025.
  • Centricity Wealth Management sold 81 Amazon shares in Q2 2025, an estimated $16K.
  • Amazon made up 1.11% of Centricity Wealth Management's portfolio in Q2 2025, its #20 holding.
  • Centricity Wealth Management first reported a position in Amazon in Q4 2024 and has held it in 3 quarters since.
  • Centricity Wealth Management's Amazon position peaked at $1.39M in Q4 2024.
  • 5,554 funds tracked by Wall St. Rank held Amazon as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.