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Ridgeline Wealth Planning’s Amazon AMZN Stock Holding History

Ridgeline Wealth Planning’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 		$852K Buy
3,574
+170
+5% +$42.7K 0.54% 24
2026
Q1 		$709K Buy
3,404
+172
+5% +$37.9K 0.52% 25
2025
Q4 		$746K Buy
3,232
+105
+3% +$24K 0.53% 24
2025
Q3 		$687K Buy
3,127
+227
+8% +$51.4K 0.52% 21
2025
Q2 		$636K Buy
2,900
+528
+22% +$104K 0.52% 19
2025
Q1 		$451K Buy
2,372
+485
+26% +$105K 0.44% 22
2024
Q4 		$414K Buy
+1,887
New +$386K 0.4% 24

Other funds holding AMZN

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Ridgeline Wealth Planning's AMZN Position: Q2 2026 in Review

Ridgeline Wealth Planning increased its Amazon (AMZN) stake by 5% in Q2 2026, buying an estimated $42.7K and bringing the position to 3,574 shares worth $852K. The position accounts for 0.54% of the portfolio, ranked #24.

Ridgeline Wealth Planning first reported a position in AMZN in Q4 2024 and has held it in 7 quarters since. 3,093 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Ridgeline Wealth Planning held 3,574 shares of Amazon worth $852K as of Q2 2026.
  • Ridgeline Wealth Planning bought 170 Amazon shares in Q2 2026, an estimated $42.7K.
  • Amazon made up 0.54% of Ridgeline Wealth Planning's portfolio in Q2 2026, its #24 holding.
  • Ridgeline Wealth Planning first reported a position in Amazon in Q4 2024 and has held it in 7 quarters since.
  • 3,093 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Ridgeline Wealth Planning's 13F filing for Q2 2026, filed 24 Jul 2026.