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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Root Financial Partners's AMZN Position: Q1 2026 in Review

Root Financial Partners reduced its Amazon (AMZN) stake by 7% in Q1 2026, selling an estimated $611K and leaving 37,144 shares worth $7.74M. The position accounts for 0.36% of the portfolio, ranked #30.

Root Financial Partners first reported a position in AMZN in Q2 2023 and has held it in 12 quarters since. The position peaked at $9.21M in Q4 2025. 5,985 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Root Financial Partners held 37,144 shares of Amazon worth $7.74M as of Q1 2026.
  • Root Financial Partners sold 2,775 Amazon shares in Q1 2026, an estimated $611K.
  • Amazon made up 0.36% of Root Financial Partners's portfolio in Q1 2026, its #30 holding.
  • Root Financial Partners first reported a position in Amazon in Q2 2023 and has held it in 12 quarters since.
  • Root Financial Partners's Amazon position peaked at $9.21M in Q4 2025.
  • 5,985 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.