Ridgecrest Wealth Partners
AMZN icon

Ridgecrest Wealth Partners’s Amazon AMZN Stock Holding History

Ridgecrest 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
Q3 		$1.97M Sell
7,906
-83
-1% -$21.1K 0.91% 22
2026
Q2 		$1.9M Buy
7,989
+584
+8% +$147K 0.92% 24
2026
Q1 		$1.54M Buy
7,405
+301
+4% +$66.3K 0.85% 28
2025
Q4 		$1.64M Sell
7,104
-1,381
-16% -$316K 0.89% 26
2025
Q3 		$1.86M Buy
8,485
+86
+1% +$19.5K 0.84% 26
2025
Q2 		$1.84M Buy
8,399
+45
+0.5% +$8.9K 0.97% 25
2025
Q1 		$1.59M Buy
8,354
+628
+8% +$136K 0.83% 29
2024
Q4 		$1.7M Sell
7,726
-91
-1% -$18.6K 0.92% 23
2024
Q3 		$1.46M Buy
7,817
+43
+0.6% +$7.85K 0.76% 26
2024
Q2 		$1.5M Buy
7,774
+19
+0.2% +$3.49K 0.9% 23
2024
Q1 		$1.4M Buy
7,755
+56
+0.7% +$9.35K 0.83% 26
2023
Q4 		$1.17M Buy
7,699
+347
+5% +$48.6K 0.77% 32
2023
Q3 		$935K Buy
7,352
+962
+15% +$129K 0.66% 32
2023
Q2 		$833K Buy
6,390
+539
+9% +$61.6K 0.55% 35
2023
Q1 		$604K Sell
5,851
-91
-2% -$8.79K 0.43% 47
2022
Q4 		$499K Sell
5,942
-70
-1% -$6.92K 0.38% 49
2022
Q3 		$679K Buy
6,012
+914
+18% +$116K 0.55% 41
2022
Q2 		$541K Buy
5,098
+958
+23% +$120K 0.39% 48
2022
Q1 		$676K Buy
4,140
+40
+1% +$6.18K 0.43% 48
2021
Q4 		$684K Buy
4,100
+200
+5% +$34.2K 0.33% 58
2021
Q3 		$641K Buy
3,900
+360
+10% +$62.1K 0.35% 58
2021
Q2 		$609K Buy
3,540
+700
+25% +$116K 0.38% 54
2021
Q1 		$439K Buy
+2,840
New +$450K 0.42% 51

Other funds holding AMZN

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Ridgecrest Wealth Partners's AMZN Position: Q3 2026 in Review

Ridgecrest Wealth Partners reduced its Amazon (AMZN) stake by 1% in Q3 2026, selling an estimated $21.1K and leaving 7,906 shares worth $1.97M. The position accounts for 0.91% of the portfolio, ranked #22.

Ridgecrest Wealth Partners first reported a position in AMZN in Q1 2021 and has held it in 23 quarters since. 4,659 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Ridgecrest Wealth Partners held 7,906 shares of Amazon worth $1.97M as of Q3 2026.
  • Ridgecrest Wealth Partners sold 83 Amazon shares in Q3 2026, an estimated $21.1K.
  • Amazon made up 0.91% of Ridgecrest Wealth Partners's portfolio in Q3 2026, its #22 holding.
  • Ridgecrest Wealth Partners first reported a position in Amazon in Q1 2021 and has held it in 23 quarters since.
  • 4,659 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

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