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Cyndeo Wealth Partners’s Amazon AMZN Stock Holding History

Cyndeo Wealth 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 		$47.6M Buy
199,523
+4,287
+2% +$1.08M 2.24% 5
2026
Q1 		$40.7M Sell
195,236
-13,174
-6% -$2.9M 2.14% 5
2025
Q4 		$48.1M Buy
208,410
+2,847
+1% +$651K 2.59% 5
2025
Q3 		$45.1M Sell
205,563
-90
-0% -$20.4K 2.51% 5
2025
Q2 		$45.1M Buy
205,653
+4,558
+2% +$902K 2.68% 3
2025
Q1 		$38.3M Buy
201,095
+4,615
+2% +$1M 2.51% 3
2024
Q4 		$43.1M Buy
196,480
+1,958
+1% +$401K 2.91% 3
2024
Q3 		$36.2M Buy
194,522
+19,081
+11% +$3.48M 2.53% 3
2024
Q2 		$33.9M Buy
175,441
+4,210
+2% +$773K 2.66% 2
2024
Q1 		$30.9M Sell
171,231
-10,060
-6% -$1.68M 2.57% 3
2023
Q4 		$27.5M Buy
181,291
+26,466
+17% +$3.71M 2.55% 3
2023
Q3 		$19.7M Buy
154,825
+3,187
+2% +$427K 2.05% 4
2023
Q2 		$19.8M Buy
151,638
+5,974
+4% +$682K 2.07% 5
2023
Q1 		$15M Sell
145,664
-3,978
-3% -$384K 1.62% 8
2022
Q4 		$12.6M Buy
+149,642
New +$14.8M 1.48% 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

Cyndeo Wealth Partners's AMZN Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its Amazon (AMZN) stake by 2.2% in Q2 2026, buying an estimated $1.08M and bringing the position to 199,523 shares worth $47.6M. The position accounts for 2.24% of the portfolio, ranked #5.

Cyndeo Wealth Partners first reported a position in AMZN in Q4 2022 and has held it in 15 quarters since. The position peaked at $48.1M in Q4 2025. 6,101 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Cyndeo Wealth Partners held 199,523 shares of Amazon worth $47.6M as of Q2 2026.
  • Cyndeo Wealth Partners bought 4,287 Amazon shares in Q2 2026, an estimated $1.08M.
  • Amazon made up 2.24% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #5 holding.
  • Cyndeo Wealth Partners first reported a position in Amazon in Q4 2022 and has held it in 15 quarters since.
  • Cyndeo Wealth Partners's Amazon position peaked at $48.1M in Q4 2025.
  • 6,101 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.