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Robertson Stephens Wealth Management’s Amazon AMZN Stock Holding History

Robertson Stephens Wealth Management’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
2025
Q3 		– Sell
-200
Closed -$43.9K – 532
2025
Q2 		$43.9K Buy
+200
New +$39.6K ﹤0.01% 544

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

Robertson Stephens Wealth Management's AMZN Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its Amazon (AMZN) stake by 2.2% in Q2 2026, buying an estimated $903K and bringing the position to 170,477 shares worth $40.6M. The position accounts for 1% of the portfolio, ranked #19.

Robertson Stephens Wealth Management first reported a position in AMZN in Q4 2018 and has held it in 31 quarters since. 3,093 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Robertson Stephens Wealth Management held 170,477 shares of Amazon worth $40.6M as of Q2 2026.
  • Robertson Stephens Wealth Management bought 3,596 Amazon shares in Q2 2026, an estimated $903K.
  • Amazon made up 1% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #19 holding.
  • Robertson Stephens Wealth Management first reported a position in Amazon in Q4 2018 and has held it in 31 quarters since.
  • 3,093 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.