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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
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 $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Roxbury Financial's AMZN Position: Q2 2026 in Review

Roxbury Financial increased its Amazon (AMZN) stake by 13% in Q2 2026, buying an estimated $453K and bringing the position to 15,941 shares worth $3.8M. The position accounts for 3% of the portfolio, ranked #8.

Roxbury Financial first reported a position in AMZN in Q4 2024 and has held it in 7 quarters since. 2,021 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Roxbury Financial held 15,941 shares of Amazon worth $3.8M as of Q2 2026.
  • Roxbury Financial bought 1,805 Amazon shares in Q2 2026, an estimated $453K.
  • Amazon made up 3% of Roxbury Financial's portfolio in Q2 2026, its #8 holding.
  • Roxbury Financial first reported a position in Amazon in Q4 2024 and has held it in 7 quarters since.
  • 2,021 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.