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EnRich Financial Partners’s Amazon AMZN Stock Holding History

EnRich 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 		$236K Hold
991
– – 0.06% 63
2026
Q1 		$206K Hold
991
– – 0.05% 63
2025
Q4 		$229K Sell
991
-100
-9% -$22.9K 0.06% 58
2025
Q3 		$239K Buy
1,091
+2
+0.2% +$453 0.07% 57
2025
Q2 		$239K Buy
+1,089
New +$216K 0.07% 55
2025
Q1 		– Sell
-1,134
Closed -$249K – 64
2024
Q4 		$249K Sell
1,134
-16
-1% -$3.27K 0.08% 50
2024
Q3 		$214K Sell
1,150
-8
-0.7% -$1.46K 0.07% 53
2024
Q2 		$224K Hold
1,158
– – 0.08% 51
2024
Q1 		$209K Buy
+1,158
New +$193K 0.08% 51

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

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

EnRich Financial Partners held its Amazon (AMZN) position steady in Q2 2026 at 991 shares worth $236K. The position accounts for 0.06% of the portfolio, ranked #63.

EnRich Financial Partners first reported a position in AMZN in Q1 2024 and has held it in 9 quarters since. The position peaked at $249K in Q4 2024. 6,101 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • EnRich Financial Partners held 991 shares of Amazon worth $236K as of Q2 2026.
  • EnRich Financial Partners left its Amazon share count unchanged in Q2 2026.
  • Amazon made up 0.06% of EnRich Financial Partners's portfolio in Q2 2026, its #63 holding.
  • EnRich Financial Partners first reported a position in Amazon in Q1 2024 and has held it in 9 quarters since.
  • EnRich Financial Partners's Amazon position peaked at $249K in Q4 2024.
  • 6,101 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on EnRich Financial Partners's 13F filing for Q2 2026, filed 27 Jul 2026.