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Rooted Wealth Advisors’s Amazon AMZN Stock Holding History

Rooted Wealth Advisors’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 		$3.7M Buy
15,541
+366
+2% +$91.9K 0.91% 29
2026
Q1 		$3.77M Buy
15,175
+1,774
+13% +$391K 0.99% 27
2025
Q4 		$3.12M Sell
13,401
-328
-2% -$75K 0.88% 27
2025
Q3 		$3.01M Buy
13,729
+1,161
+9% +$263K 0.92% 25
2025
Q2 		$2.83M Buy
12,568
+2,230
+22% +$441K 0.98% 26
2025
Q1 		$1.77M Buy
10,338
+646
+7% +$140K 0.76% 26
2024
Q4 		$2.15M Buy
9,692
+756
+8% +$155K 0.84% 29
2024
Q3 		$1.62M Buy
8,936
+1,438
+19% +$262K 0.72% 27
2024
Q2 		$1.38M Buy
7,498
+524
+8% +$96.3K 0.61% 35
2024
Q1 		$1.26M Sell
6,974
-171
-2% -$28.5K 0.62% 35
2023
Q4 		$1.21M Buy
7,145
+693
+11% +$97.1K 0.63% 34
2023
Q3 		$937K Buy
6,452
+976
+18% +$131K 0.58% 36
2023
Q2 		$714K Sell
5,476
-643
-11% -$73.4K 0.48% 35
2023
Q1 		$627K Sell
6,119
-625
-9% -$60.4K 0.47% 38
2022
Q4 		$566K Buy
+6,744
New +$666K 0.47% 40

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

Rooted Wealth Advisors's AMZN Position: Q2 2026 in Review

Rooted Wealth Advisors increased its Amazon (AMZN) stake by 2.4% in Q2 2026, buying an estimated $91.9K and bringing the position to 15,541 shares worth $3.7M. The position accounts for 0.91% of the portfolio, ranked #29.

Rooted Wealth Advisors first reported a position in AMZN in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.77M in Q1 2026. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Rooted Wealth Advisors held 15,541 shares of Amazon worth $3.7M as of Q2 2026.
  • Rooted Wealth Advisors bought 366 Amazon shares in Q2 2026, an estimated $91.9K.
  • Amazon made up 0.91% of Rooted Wealth Advisors's portfolio in Q2 2026, its #29 holding.
  • Rooted Wealth Advisors first reported a position in Amazon in Q4 2022 and has held it in 15 quarters since.
  • Rooted Wealth Advisors's Amazon position peaked at $3.77M in Q1 2026.
  • 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Rooted Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.