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Ritter Daniher Financial Advisory’s Amazon AMZN Stock Holding History

Ritter Daniher Financial Advisory’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 		$5.16M Sell
21,634
-435
-2% -$109K 0.79% 20
2026
Q1 		$4.6M Sell
22,069
-99
-0.4% -$21.8K 0.78% 22
2025
Q4 		$5.12M Sell
22,168
-29
-0.1% -$6.63K 0.86% 23
2025
Q3 		$4.87M Buy
22,197
+7,110
+47% +$1.61M 0.86% 23
2025
Q2 		$3.31M Sell
15,087
-100
-0.7% -$19.8K 0.81% 17
2025
Q1 		$2.89M Buy
15,187
+105
+0.7% +$22.8K 0.79% 16
2024
Q4 		$3.31M Buy
15,082
+212
+1% +$43.4K 0.93% 17
2024
Q3 		$2.77M Sell
14,870
-682
-4% -$124K 0.81% 17
2024
Q2 		$3.01M Sell
15,552
-103
-0.7% -$18.9K 0.96% 16
2024
Q1 		$2.82M Sell
15,655
-93
-0.6% -$15.5K 0.93% 15
2023
Q4 		$2.39M Sell
15,748
-619
-4% -$86.8K 0.89% 14
2023
Q3 		$2.08M Sell
16,367
-58
-0.4% -$7.77K 0.88% 15
2023
Q2 		$2.14M Buy
16,425
+192
+1% +$21.9K 0.89% 15
2023
Q1 		$1.68M Buy
16,233
+472
+3% +$45.6K 0.74% 16
2022
Q4 		$1.32M Buy
15,761
+319
+2% +$31.5K 0.63% 16
2022
Q3 		$1.75M Buy
15,442
+1,012
+7% +$128K 1.25% 12
2022
Q2 		$1.53M Buy
14,430
+1,890
+15% +$237K 1.09% 14
2022
Q1 		$2.04M Buy
12,540
+760
+6% +$117K 1.41% 11
2021
Q4 		$1.96M Sell
11,780
-100
-0.8% -$17.1K 1.31% 12
2021
Q3 		$1.95M Sell
11,880
-100
-0.8% -$17.2K 1.43% 11
2021
Q2 		$2.06M Hold
11,980
– – 1.53% 11
2021
Q1 		$1.85M Buy
11,980
+200
+2% +$31.7K 1.48% 11
2020
Q4 		$1.92M Buy
+11,780
New +$1.88M 1.67% 11

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

Ritter Daniher Financial Advisory's AMZN Position: Q2 2026 in Review

Ritter Daniher Financial Advisory reduced its Amazon (AMZN) stake by 2% in Q2 2026, selling an estimated $109K and leaving 21,634 shares worth $5.16M. The position accounts for 0.79% of the portfolio, ranked #20.

Ritter Daniher Financial Advisory first reported a position in AMZN in Q4 2020 and has held it in 23 quarters since. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Ritter Daniher Financial Advisory held 21,634 shares of Amazon worth $5.16M as of Q2 2026.
  • Ritter Daniher Financial Advisory sold 435 Amazon shares in Q2 2026, an estimated $109K.
  • Amazon made up 0.79% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #20 holding.
  • Ritter Daniher Financial Advisory first reported a position in Amazon in Q4 2020 and has held it in 23 quarters since.
  • 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.