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Green Ridge Wealth Planning’s Amazon AMZN Stock Holding History

Green Ridge Wealth Planning’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
Q3 		$5.59M Sell
22,417
-2,374
-10% -$603K 2.24% 14
2026
Q2 		$5.91M Sell
24,791
-333
-1% -$83.6K 2.49% 12
2026
Q1 		$5.23M Buy
25,124
+293
+1% +$64.5K 2.75% 11
2025
Q4 		$5.73M Buy
+24,831
New +$5.68M 2.93% 11

Other funds holding AMZN

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Green Ridge Wealth Planning's AMZN Position: Q3 2026 in Review

Green Ridge Wealth Planning reduced its Amazon (AMZN) stake by 9.6% in Q3 2026, selling an estimated $603K and leaving 22,417 shares worth $5.59M. The position accounts for 2.24% of the portfolio, ranked #14.

Green Ridge Wealth Planning first reported a position in AMZN in Q4 2025 and has held it in 4 quarters since. The position peaked at $5.91M in Q2 2026. 199 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Green Ridge Wealth Planning held 22,417 shares of Amazon worth $5.59M as of Q3 2026.
  • Green Ridge Wealth Planning sold 2,374 Amazon shares in Q3 2026, an estimated $603K.
  • Amazon made up 2.24% of Green Ridge Wealth Planning's portfolio in Q3 2026, its #14 holding.
  • Green Ridge Wealth Planning first reported a position in Amazon in Q4 2025 and has held it in 4 quarters since.
  • Green Ridge Wealth Planning's Amazon position peaked at $5.91M in Q2 2026.
  • 199 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Green Ridge Wealth Planning's 13F filing for Q3 2026, filed 8 Oct 2026.