Kaufman Rossin Wealth’s Amazon AMZN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Kaufman Rossin Wealth's AMZN Position: Q2 2026 in Review

Kaufman Rossin Wealth increased its Amazon (AMZN) stake by 16% in Q2 2026, buying an estimated $162K and bringing the position to 4,641 shares worth $1.15M. The position accounts for 0.54% of the portfolio, ranked #23.

Kaufman Rossin Wealth first reported a position in AMZN in Q4 2024 and has held it in 7 quarters since. 2,021 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Kaufman Rossin Wealth held 4,641 shares of Amazon worth $1.15M as of Q2 2026.
  • Kaufman Rossin Wealth bought 644 Amazon shares in Q2 2026, an estimated $162K.
  • Amazon made up 0.54% of Kaufman Rossin Wealth's portfolio in Q2 2026, its #23 holding.
  • Kaufman Rossin Wealth first reported a position in Amazon in Q4 2024 and has held it in 7 quarters since.
  • 2,021 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Kaufman Rossin Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.