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Mosaic Family Wealth Partners’s Amazon AMZN Stock Holding History

Mosaic Family Wealth Partners’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 		$10.9M Buy
45,646
+22,677
+99% +$5.69M 0.73% 23
2026
Q1 		$4.78M Buy
22,969
+2,468
+12% +$543K 0.49% 29
2025
Q4 		$4.73M Buy
20,501
+216
+1% +$49.4K 0.52% 27
2025
Q3 		$4.51M Sell
20,285
-791
-4% -$179K 0.53% 26
2025
Q2 		$4.62M Sell
21,076
-423
-2% -$83.7K 0.59% 23
2025
Q1 		$4.09M Sell
21,499
-274
-1% -$59.5K 0.58% 23
2024
Q4 		$4.78M Buy
21,773
+268
+1% +$54.8K 0.69% 20
2024
Q3 		$4.01M Sell
21,505
-109
-0.5% -$19.9K 0.59% 24
2024
Q2 		$4.18M Sell
21,614
-980
-4% -$180K 0.67% 23
2024
Q1 		$4.08M Sell
22,594
-1,864
-8% -$311K 0.67% 22
2023
Q4 		$3.72M Buy
24,458
+2,081
+9% +$292K 0.64% 26
2023
Q3 		$2.84M Sell
22,377
-39
-0.2% -$5.23K 0.57% 25
2023
Q2 		$2.92M Sell
22,416
-297
-1% -$33.9K 0.57% 25
2023
Q1 		$2.35M Buy
22,713
+420
+2% +$40.6K 0.49% 29
2022
Q4 		$1.87M Buy
+22,293
New +$2.2M 0.53% 32

Other funds holding AMZN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Mosaic Family Wealth Partners's AMZN Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its Amazon (AMZN) stake by 99% in Q2 2026, buying an estimated $5.69M and bringing the position to 45,646 shares worth $10.9M. The position accounts for 0.73% of the portfolio, ranked #23.

Mosaic Family Wealth Partners first reported a position in AMZN in Q4 2022 and has held it in 15 quarters since. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Mosaic Family Wealth Partners held 45,646 shares of Amazon worth $10.9M as of Q2 2026.
  • Mosaic Family Wealth Partners bought 22,677 Amazon shares in Q2 2026, an estimated $5.69M.
  • Amazon made up 0.73% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #23 holding.
  • Mosaic Family Wealth Partners first reported a position in Amazon in Q4 2022 and has held it in 15 quarters since.
  • 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.