Roxbury Financial
AMZN icon

Roxbury Financial’s Amazon AMZN Stock Holding History

Roxbury Financial’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 		$4.01M Buy
16,078
+137
+0.9% +$34.8K 3.07% 8
2026
Q2 		$3.8M Buy
15,941
+1,805
+13% +$453K 3% 8
2026
Q1 		$2.94M Buy
14,136
+1,332
+10% +$293K 2.65% 9
2025
Q4 		$2.96M Sell
12,804
-1,195
-9% -$273K 2.65% 8
2025
Q3 		$3.07M Buy
13,999
+63
+0.5% +$14.3K 2.84% 8
2025
Q2 		$3.06M Sell
13,936
-225
-2% -$44.5K 2.98% 7
2025
Q1 		$3.01M Sell
14,161
-230
-2% -$49.9K 2.94% 6
2024
Q4 		$2.99M Buy
+14,391
New +$2.94M 2.88% 6

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

Roxbury Financial's AMZN Position: Q3 2026 in Review

Roxbury Financial increased its Amazon (AMZN) stake by 0.86% in Q3 2026, buying an estimated $34.8K and bringing the position to 16,078 shares worth $4.01M. The position accounts for 3.07% of the portfolio, ranked #8.

Roxbury Financial first reported a position in AMZN in Q4 2024 and has held it in 8 quarters since. 2,757 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Roxbury Financial held 16,078 shares of Amazon worth $4.01M as of Q3 2026.
  • Roxbury Financial bought 137 Amazon shares in Q3 2026, an estimated $34.8K.
  • Amazon made up 3.07% of Roxbury Financial's portfolio in Q3 2026, its #8 holding.
  • Roxbury Financial first reported a position in Amazon in Q4 2024 and has held it in 8 quarters since.
  • 2,757 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Roxbury Financial's 13F filing for Q3 2026, filed 1 Oct 2026.