Great Oak Capital Partners’s Amazon AMZN Stock Holding History

Great Oak Capital 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	$468K	Sell	1,897 -128	-6%	-$32.1K	0.1%	30
2026 Q1	$445K	Sell	2,025 -12	-0.6%	-$2.64K	0.1%	32
2025 Q4	$463K	Buy	2,037 +82	+4%	+$18.8K	0.12%	30
2025 Q3	$431K	Sell	1,955 -178	-8%	-$40.3K	0.11%	33
2025 Q2	$480K	Sell	2,133 -731	-26%	-$145K	0.14%	27
2025 Q1	$626K	Hold	2,864	–	–	0.21%	24
2024 Q4	$626K	Sell	2,864 -472	-14%	-$96.6K	0.21%	24
2024 Q3	$622K	Buy	3,336 +3	+0.1%	+$547	0.22%	23
2024 Q2	$556K	Buy	3,333 +3	+0.1%	+$551	0.21%	25
2024 Q1	$601K	Sell	3,330 -264	-7%	-$44.1K	0.27%	22
2023 Q4	$546K	Buy	+3,594	New	+$504K	0.29%	23

Other funds holding AMZN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Great Oak Capital Partners's AMZN Position: Q2 2026 in Review

Great Oak Capital Partners reduced its Amazon (AMZN) stake by 6.3% in Q2 2026, selling an estimated $32.1K and leaving 1,897 shares worth $468K. The position accounts for 0.1% of the portfolio, ranked #30.

Great Oak Capital Partners first reported a position in AMZN in Q4 2023 and has held it in 11 quarters since. The position peaked at $626K in Q1 2025. 6,100 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Great Oak Capital Partners held 1,897 shares of Amazon worth $468K as of Q2 2026.
Great Oak Capital Partners sold 128 Amazon shares in Q2 2026, an estimated $32.1K.
Amazon made up 0.1% of Great Oak Capital Partners's portfolio in Q2 2026, its #30 holding.
Great Oak Capital Partners first reported a position in Amazon in Q4 2023 and has held it in 11 quarters since.
Great Oak Capital Partners's Amazon position peaked at $626K in Q1 2025.
6,100 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Great Oak Capital Partners's 13F filing for Q2 2026, filed 14 Jul 2026.