Sagespring Wealth Partners’s Amazon AMZN Stock Holding History

Sagespring Wealth 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	$35M	Buy	146,672 +7,763	+6%	+$1.95M	0.54%	34
2026 Q1	$28.9M	Sell	138,909 -64,091	-32%	-$14.1M	0.53%	34
2025 Q4	$32.5M	Buy	203,000 +8,341	+4%	+$1.91M	0.59%	30
2025 Q3	$29.1M	Buy	194,659 +6,510	+3%	+$1.47M	0.57%	32
2025 Q2	$27.6M	Buy	188,149 +11,722	+7%	+$2.32M	0.6%	33
2025 Q1	$21.7M	Buy	176,427 +18,023	+11%	+$3.91M	0.55%	33
2024 Q4	$21.2M	Buy	+158,404	New	+$32.4M	0.56%	34

Other funds holding AMZN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Sagespring Wealth Partners's AMZN Position: Q2 2026 in Review

Sagespring Wealth Partners increased its Amazon (AMZN) stake by 5.6% in Q2 2026, buying an estimated $1.95M and bringing the position to 146,672 shares worth $35M. The position accounts for 0.54% of the portfolio, ranked #34.

Sagespring Wealth Partners first reported a position in AMZN in Q4 2024 and has held it in 7 quarters since. 6,152 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Sagespring Wealth Partners held 146,672 shares of Amazon worth $35M as of Q2 2026.
Sagespring Wealth Partners bought 7,763 Amazon shares in Q2 2026, an estimated $1.95M.
Amazon made up 0.54% of Sagespring Wealth Partners's portfolio in Q2 2026, its #34 holding.
Sagespring Wealth Partners first reported a position in Amazon in Q4 2024 and has held it in 7 quarters since.
6,152 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.