Financial Designs’s Amazon AMZN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$798K Sell
3,350
-15
-0.4% -$3.77K 0.43% 20
2026
Q1
$701K Buy
+3,365
New +$741K 0.39% 21
2025
Q3
Sell
-3,381
Closed -$742K 24
2025
Q2
$742K Buy
+3,381
New +$669K 0.45% 21
2023
Q4
Sell
-3,263
Closed -$415K 12
2023
Q3
$415K Buy
+3,263
New +$437K 0.31% 16

Other funds holding AMZN

Financial Designs's AMZN Position: Q2 2026 in Review

Financial Designs reduced its Amazon (AMZN) stake by 0.45% in Q2 2026, selling an estimated $3.77K and leaving 3,350 shares worth $798K. The position accounts for 0.43% of the portfolio, ranked #20.

Financial Designs first reported a position in AMZN in Q3 2023 and has held it in 4 quarters since. 6,101 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Financial Designs held 3,350 shares of Amazon worth $798K as of Q2 2026.
  • Financial Designs sold 15 Amazon shares in Q2 2026, an estimated $3.77K.
  • Amazon made up 0.43% of Financial Designs's portfolio in Q2 2026, its #20 holding.
  • Financial Designs first reported a position in Amazon in Q3 2023 and has held it in 4 quarters since.
  • 6,101 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Financial Designs's 13F filing for Q2 2026, filed 10 Jul 2026.