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Root Financial Partners’s Amazon AMZN Stock Holding History

Root Financial 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
Q2 		$10M Buy
41,967
+4,823
+13% +$1.21M 0.39% 29
2026
Q1 		$7.74M Sell
37,144
-2,775
-7% -$611K 0.36% 30
2025
Q4 		$9.21M Buy
39,919
+5,669
+17% +$1.3M 0.47% 28
2025
Q3 		$7.52M Buy
34,250
+1,468
+4% +$332K 0.46% 25
2025
Q2 		$7.19M Buy
32,782
+1,809
+6% +$358K 0.7% 22
2025
Q1 		$5.9M Buy
30,973
+6,820
+28% +$1.48M 0.63% 25
2024
Q4 		$5.3M Buy
24,153
+6,251
+35% +$1.28M 0.66% 19
2024
Q3 		$3.34M Buy
17,902
+8,489
+90% +$1.55M 0.53% 22
2024
Q2 		$1.82M Buy
9,413
+1,816
+24% +$334K 0.43% 25
2024
Q1 		$1.37M Buy
7,597
+2,971
+64% +$496K 0.41% 30
2023
Q4 		$703K Buy
4,626
+1,980
+75% +$278K 0.26% 42
2023
Q3 		$336K Buy
2,646
+643
+32% +$86.2K 0.18% 52
2023
Q2 		$261K Buy
+2,003
New +$229K 0.16% 56

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

Root Financial Partners's AMZN Position: Q2 2026 in Review

Root Financial Partners increased its Amazon (AMZN) stake by 13% in Q2 2026, buying an estimated $1.21M and bringing the position to 41,967 shares worth $10M. The position accounts for 0.39% of the portfolio, ranked #29.

Root Financial Partners first reported a position in AMZN in Q2 2023 and has held it in 13 quarters since. 6,147 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Root Financial Partners held 41,967 shares of Amazon worth $10M as of Q2 2026.
  • Root Financial Partners bought 4,823 Amazon shares in Q2 2026, an estimated $1.21M.
  • Amazon made up 0.39% of Root Financial Partners's portfolio in Q2 2026, its #29 holding.
  • Root Financial Partners first reported a position in Amazon in Q2 2023 and has held it in 13 quarters since.
  • 6,147 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.