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Newbridge Financial Services Group’s Amazon AMZN Stock Holding History

Newbridge Financial Services 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 		$26.7M Buy
111,890
+6,390
+6% +$1.6M 3.3% 3
2026
Q1 		$22M Buy
105,500
+7,784
+8% +$1.71M 3.61% 3
2025
Q4 		$22.6M Buy
97,716
+12,775
+15% +$2.92M 3.5% 3
2025
Q3 		$18.7M Buy
84,941
+2,029
+2% +$459K 2.79% 3
2025
Q2 		$18.2M Sell
82,912
-338
-0.4% -$66.9K 2.95% 3
2025
Q1 		$15.8M Buy
83,250
+6,387
+8% +$1.39M 3.84% 3
2024
Q4 		$16.9M Buy
76,863
+1,697
+2% +$347K 4.33% 3
2024
Q3 		$14M Buy
75,166
+11,066
+17% +$2.02M 4.92% 2
2024
Q2 		$12.4M Buy
64,100
+3,102
+5% +$570K 4.61% 3
2024
Q1 		$11M Buy
+60,998
New +$10.2M 4.8% 2
2023
Q4 		– Sell
-77,200
Closed -$9.81M – 1143
2023
Q3 		$9.81M Sell
77,200
-1,204
-2% -$161K 4.93% 3
2023
Q2 		$10.2M Buy
78,404
+2,581
+3% +$295K 5% 3
2023
Q1 		$7.83M Sell
75,823
-3,356
-4% -$324K 4.16% 3
2022
Q4 		$6.65M Buy
79,179
+7,498
+10% +$741K 3.84% 2
2022
Q3 		$8.1M Buy
71,681
+6,648
+10% +$840K 4.76% 2
2022
Q2 		$6.91M Buy
65,033
+14,893
+30% +$1.86M 4.29% 2
2022
Q1 		$8.17M Buy
50,140
+7,220
+17% +$1.12M 4.02% 3
2021
Q4 		$7.16M Buy
42,920
+4,100
+11% +$702K 3.38% 4
2021
Q3 		$6.38M Buy
38,820
+1,160
+3% +$200K 3.99% 2
2021
Q2 		$6.48M Buy
37,660
+4,020
+12% +$668K 3.97% 2
2021
Q1 		$5.2M Sell
33,640
-6,280
-16% -$995K 3.83% 2
2020
Q4 		$6.5M Buy
39,920
+7,660
+24% +$1.22M 5.35% 2
2020
Q3 		$5.08M Buy
+32,260
New +$5.09M 5% 2

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

Newbridge Financial Services Group's AMZN Position: Q2 2026 in Review

Newbridge Financial Services Group increased its Amazon (AMZN) stake by 6.1% in Q2 2026, buying an estimated $1.6M and bringing the position to 111,890 shares worth $26.7M. The position accounts for 3.3% of the portfolio, ranked #3.

Newbridge Financial Services Group first reported a position in AMZN in Q3 2020 and has held it in 23 quarters since. 6,102 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Newbridge Financial Services Group held 111,890 shares of Amazon worth $26.7M as of Q2 2026.
  • Newbridge Financial Services Group bought 6,390 Amazon shares in Q2 2026, an estimated $1.6M.
  • Amazon made up 3.3% of Newbridge Financial Services Group's portfolio in Q2 2026, its #3 holding.
  • Newbridge Financial Services Group first reported a position in Amazon in Q3 2020 and has held it in 23 quarters since.
  • 6,102 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.