Root Financial Partners
AMZN icon

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
Q3 		$11.9M Buy
47,577
+5,610
+13% +$1.43M 0.4% 29
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Root Financial Partners's AMZN Position: Q3 2026 in Review

Root Financial Partners increased its Amazon (AMZN) stake by 13% in Q3 2026, buying an estimated $1.43M and bringing the position to 47,577 shares worth $11.9M. The position accounts for 0.4% of the portfolio, ranked #29.

Root Financial Partners first reported a position in AMZN in Q2 2023 and has held it in 14 quarters since. 2,631 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Root Financial Partners held 47,577 shares of Amazon worth $11.9M as of Q3 2026.
  • Root Financial Partners bought 5,610 Amazon shares in Q3 2026, an estimated $1.43M.
  • Amazon made up 0.4% of Root Financial Partners's portfolio in Q3 2026, its #29 holding.
  • Root Financial Partners first reported a position in Amazon in Q2 2023 and has held it in 14 quarters since.
  • 2,631 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.