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Roth Financial Partners’s Amazon AMZN Stock Holding History

Roth 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 		$477K Hold
2,000
– – 0.14% 25
2026
Q1 		$417K Sell
2,000
-220
-10% -$48.4K 0.14% 24
2025
Q4 		$512K Hold
2,220
– – 0.17% 24
2025
Q3 		$487K Hold
2,220
– – 0.16% 23
2025
Q2 		$487K Hold
2,220
– – 0.18% 23
2025
Q1 		$422K Hold
2,220
– – 0.17% 22
2024
Q4 		$487K Hold
2,220
– – 0.19% 22
2024
Q3 		$414K Hold
2,220
– – 0.17% 21
2024
Q2 		$429K Hold
2,220
– – 0.19% 21
2024
Q1 		$400K Hold
2,220
– – 0.18% 20
2023
Q4 		$337K Hold
2,220
– – 0.17% 21
2023
Q3 		$282K Hold
2,220
– – 0.18% 19
2023
Q2 		$289K Hold
2,220
– – 0.18% 17
2023
Q1 		$229K Buy
+2,220
New +$214K 0.15% 19
2022
Q4 		– Sell
-2,220
Closed -$251K – 22
2022
Q3 		$251K Hold
2,220
– – 0.2% 21
2022
Q2 		$236K Hold
2,220
– – 0.19% 21
2022
Q1 		$362K Hold
2,220
– – 0.26% 18
2021
Q4 		$370K Hold
2,220
– – 0.26% 15
2021
Q3 		$365K Hold
2,220
– – 0.28% 17
2021
Q2 		$382K Hold
2,220
– – 0.29% 16
2021
Q1 		$343K Buy
+2,220
New +$352K 0.28% 14

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Roth Financial Partners held its Amazon (AMZN) position steady in Q2 2026 at 2,000 shares worth $477K. The position accounts for 0.14% of the portfolio, ranked #25.

Roth Financial Partners first reported a position in AMZN in Q1 2021 and has held it in 21 quarters since. The position peaked at $512K in Q4 2025. 3,473 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Roth Financial Partners held 2,000 shares of Amazon worth $477K as of Q2 2026.
  • Roth Financial Partners left its Amazon share count unchanged in Q2 2026.
  • Amazon made up 0.14% of Roth Financial Partners's portfolio in Q2 2026, its #25 holding.
  • Roth Financial Partners first reported a position in Amazon in Q1 2021 and has held it in 21 quarters since.
  • Roth Financial Partners's Amazon position peaked at $512K in Q4 2025.
  • 3,473 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Roth Financial Partners's 13F filing for Q2 2026, filed 14 Jul 2026.