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Mosaic Financial Group’s Amazon AMZN Stock Holding History

Mosaic Financial Group’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 		$1.53M Buy
6,402
+48
+0.8% +$12K 0.98% 24
2026
Q1 		$1.32M Buy
6,354
+35
+0.6% +$7.71K 0.94% 27
2025
Q4 		$1.46M Sell
6,319
-273
-4% -$62.5K 1% 25
2025
Q3 		$1.45M Hold
6,592
– – 1.03% 26
2025
Q2 		$1.45M Hold
6,592
– – 1.11% 22
2025
Q1 		$1.25M Sell
6,592
-680
-9% -$148K 1.02% 24
2024
Q4 		$1.59M Sell
7,272
-1,083
-13% -$222K 1.14% 20
2024
Q3 		$1.56M Sell
8,355
-5,951
-42% -$1.09M 1.11% 21
2024
Q2 		$2.77M Buy
14,306
+868
+6% +$159K 1.99% 10
2024
Q1 		$2.42M Buy
+13,438
New +$2.24M 1.94% 10

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 Financial Group's AMZN Position: Q2 2026 in Review

Mosaic Financial Group increased its Amazon (AMZN) stake by 0.76% in Q2 2026, buying an estimated $12K and bringing the position to 6,402 shares worth $1.53M. The position accounts for 0.98% of the portfolio, ranked #24.

Mosaic Financial Group first reported a position in AMZN in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.77M in Q2 2024. 6,136 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Mosaic Financial Group held 6,402 shares of Amazon worth $1.53M as of Q2 2026.
  • Mosaic Financial Group bought 48 Amazon shares in Q2 2026, an estimated $12K.
  • Amazon made up 0.98% of Mosaic Financial Group's portfolio in Q2 2026, its #24 holding.
  • Mosaic Financial Group first reported a position in Amazon in Q1 2024 and has held it in 10 quarters since.
  • Mosaic Financial Group's Amazon position peaked at $2.77M in Q2 2024.
  • 6,136 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Mosaic Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.