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SageGuard Financial Group’s Amazon AMZN Stock Holding History

SageGuard Financial Group’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 		$21.5M Sell
90,105
-3,501
-4% -$879K 3.02% 5
2026
Q1 		$19.5M Sell
93,606
-3,346
-3% -$737K 3.02% 5
2025
Q4 		$22.4M Buy
+96,952
New +$22.2M 3.56% 5
2021
Q3 		$309K Sell
1,880
-84,580
-98% -$14.6M 4.85% 10
2021
Q2 		$14.9M Sell
86,460
-16,500
-16% -$2.74M 6.75% 1
2021
Q1 		$15.8M Sell
102,960
-6,880
-6% -$1.09M 7.36% 1
2020
Q4 		$17.9M Buy
+109,840
New +$17.5M 8.64% 1

Other funds holding AMZN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

SageGuard Financial Group's AMZN Position: Q2 2026 in Review

SageGuard Financial Group reduced its Amazon (AMZN) stake by 3.7% in Q2 2026, selling an estimated $879K and leaving 90,105 shares worth $21.5M. The position accounts for 3.02% of the portfolio, ranked #5.

SageGuard Financial Group first reported a position in AMZN in Q4 2020 and has held it in 7 quarters since. The position peaked at $22.4M in Q4 2025. 3,881 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • SageGuard Financial Group held 90,105 shares of Amazon worth $21.5M as of Q2 2026.
  • SageGuard Financial Group sold 3,501 Amazon shares in Q2 2026, an estimated $879K.
  • Amazon made up 3.02% of SageGuard Financial Group's portfolio in Q2 2026, its #5 holding.
  • SageGuard Financial Group first reported a position in Amazon in Q4 2020 and has held it in 7 quarters since.
  • SageGuard Financial Group's Amazon position peaked at $22.4M in Q4 2025.
  • 3,881 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on SageGuard Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.