Kaufman Rossin Wealth
AMZN icon

Kaufman Rossin Wealth’s Amazon AMZN Stock Holding History

Kaufman Rossin Wealth’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 		$1.98M Buy
7,949
+3,308
+71% +$840K 0.8% 18
2026
Q2 		$1.15M Buy
4,641
+644
+16% +$162K 0.54% 23
2026
Q1 		$832K Buy
3,997
+755
+23% +$166K 0.48% 27
2025
Q4 		$748K Sell
3,242
-140
-4% -$32K 0.39% 37
2025
Q3 		$743K Sell
3,382
-94
-3% -$21.3K 0.41% 32
2025
Q2 		$763K Sell
3,476
-87
-2% -$17.2K 0.48% 30
2025
Q1 		$678K Buy
3,563
+1,568
+79% +$340K 0.48% 28
2024
Q4 		$438K Buy
+1,995
New +$408K 0.45% 28

Other funds holding AMZN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Kaufman Rossin Wealth's AMZN Position: Q3 2026 in Review

Kaufman Rossin Wealth increased its Amazon (AMZN) stake by 71% in Q3 2026, buying an estimated $840K and bringing the position to 7,949 shares worth $1.98M. The position accounts for 0.8% of the portfolio, ranked #18.

Kaufman Rossin Wealth first reported a position in AMZN in Q4 2024 and has held it in 8 quarters since. 4,228 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Kaufman Rossin Wealth held 7,949 shares of Amazon worth $1.98M as of Q3 2026.
  • Kaufman Rossin Wealth bought 3,308 Amazon shares in Q3 2026, an estimated $840K.
  • Amazon made up 0.8% of Kaufman Rossin Wealth's portfolio in Q3 2026, its #18 holding.
  • Kaufman Rossin Wealth first reported a position in Amazon in Q4 2024 and has held it in 8 quarters since.
  • 4,228 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Kaufman Rossin Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.