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Kaizen Financial Strategies’s Amazon AMZN Stock Holding History

Kaizen Financial Strategies’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
2021
Q4 		– Sell
-52,000
Closed -$49K – 142
2021
Q3 		$49K Buy
+52,000
New +$8.97M 0.04% 140

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

Kaizen Financial Strategies's AMZN Position: Q2 2026 in Review

Kaizen Financial Strategies reduced its Amazon (AMZN) stake by 11% in Q2 2026, selling an estimated $575K and leaving 17,837 shares worth $4.31M. The position accounts for 1.4% of the portfolio, ranked #19.

Kaizen Financial Strategies first reported a position in AMZN in Q4 2020 and has held it in 22 quarters since. The position peaked at $5.13M in Q4 2025. 2,759 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Kaizen Financial Strategies held 17,837 shares of Amazon worth $4.31M as of Q2 2026.
  • Kaizen Financial Strategies sold 2,292 Amazon shares in Q2 2026, an estimated $575K.
  • Amazon made up 1.4% of Kaizen Financial Strategies's portfolio in Q2 2026, its #19 holding.
  • Kaizen Financial Strategies first reported a position in Amazon in Q4 2020 and has held it in 22 quarters since.
  • Kaizen Financial Strategies's Amazon position peaked at $5.13M in Q4 2025.
  • 2,759 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.