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Hapanowicz & Associates Financial Services’s Amazon AMZN Stock Holding History

Hapanowicz & Associates Financial Services’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 		$1.6M Hold
6,721
– – 0.5% 15
2026
Q1 		$1.4M Buy
6,721
+4,775
+245% +$1.05M 0.56% 14
2025
Q4 		$449K Hold
1,946
– – 0.18% 25
2025
Q3 		$427K Hold
1,946
– – 0.2% 24
2025
Q2 		$427K Sell
1,946
-355
-15% -$70.3K 0.22% 22
2025
Q1 		$438K Buy
2,301
+576
+33% +$125K 0.24% 20
2024
Q4 		$378K Hold
1,725
– – 0.19% 22
2024
Q3 		$321K Sell
1,725
-1,735
-50% -$317K 0.16% 21
2024
Q2 		$669K Hold
3,460
– – 0.38% 15
2024
Q1 		$624K Buy
3,460
+576
+20% +$96.1K 0.36% 17
2023
Q4 		$438K Sell
2,884
-364
-11% -$51K 0.27% 21
2023
Q3 		$413K Hold
3,248
– – 0.29% 20
2023
Q2 		$423K Hold
3,248
– – 0.28% 22
2023
Q1 		$335K Buy
3,248
+408
+14% +$39.4K 0.23% 21
2022
Q4 		$239K Buy
2,840
+190
+7% +$18.8K 0.17% 23
2022
Q3 		$299K Buy
2,650
+210
+9% +$26.5K 0.28% 19
2022
Q2 		$259K Hold
2,440
– – 0.2% 21
2022
Q1 		$398K Hold
2,440
– – 0.18% 17
2021
Q4 		$406K Buy
2,440
+240
+11% +$41.1K 0.18% 19
2021
Q3 		$361K Buy
2,200
+140
+7% +$24.1K 0.16% 22
2021
Q2 		$354K Hold
2,060
– – 0.16% 22
2021
Q1 		$319K Hold
2,060
– – 0.15% 21
2020
Q4 		$335K Hold
2,060
– – 0.17% 23
2020
Q3 		$324K Buy
+2,060
New +$325K 0.19% 21

Other funds holding AMZN

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM

Hapanowicz & Associates Financial Services's AMZN Position: Q2 2026 in Review

Hapanowicz & Associates Financial Services held its Amazon (AMZN) position steady in Q2 2026 at 6,721 shares worth $1.6M. The position accounts for 0.5% of the portfolio, ranked #15.

Hapanowicz & Associates Financial Services first reported a position in AMZN in Q3 2020 and has held it in 24 quarters since. 2,759 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Hapanowicz & Associates Financial Services held 6,721 shares of Amazon worth $1.6M as of Q2 2026.
  • Hapanowicz & Associates Financial Services left its Amazon share count unchanged in Q2 2026.
  • Amazon made up 0.5% of Hapanowicz & Associates Financial Services's portfolio in Q2 2026, its #15 holding.
  • Hapanowicz & Associates Financial Services first reported a position in Amazon in Q3 2020 and has held it in 24 quarters since.
  • 2,759 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Hapanowicz & Associates Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.