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Second Half Financial Partners’s Amazon AMZN Stock Holding History

Second Half 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 		$1.06M Buy
4,468
+523
+13% +$131K 0.44% 29
2026
Q1 		$822K Sell
3,945
-1,638
-29% -$361K 0.37% 34
2025
Q4 		$1.29M Sell
5,583
-43
-0.8% -$9.84K 0.57% 24
2025
Q3 		$1.24M Sell
5,626
-67
-1% -$15.2K 0.54% 25
2025
Q2 		$1.25M Sell
5,693
-176
-3% -$34.8K 0.59% 24
2025
Q1 		$1.12M Sell
5,869
-332
-5% -$72K 0.55% 28
2024
Q4 		$1.36M Buy
6,201
+327
+6% +$66.9K 0.66% 30
2024
Q3 		$1.09M Buy
+5,874
New +$1.07M 0.58% 41
2024
Q2 		– Sell
-3,013
Closed -$544K – 45
2024
Q1 		$544K Buy
3,013
+9
+0.3% +$1.5K 0.24% 42
2023
Q4 		$456K Hold
3,004
– – 0.23% 34
2023
Q3 		$382K Sell
3,004
-29,650
-91% -$3.97M 0.19% 27
2023
Q2 		$4.26M Buy
32,654
+29,646
+986% +$3.39M 0.97% 25
2023
Q1 		$311K Buy
3,008
+150
+5% +$14.5K 0.18% 29
2022
Q4 		$295K Buy
2,858
+427
+18% +$42.2K 0.19% 34
2022
Q3 		$275K Buy
2,431
+2,308
+1,876% +$292K 0.34% 31
2022
Q2 		$381K Sell
123
-2,337
-95% -$292K 0.29% 48
2022
Q1 		$381K Buy
+2,460
New +$380K 0.29% 48

Other funds holding AMZN

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Second Half Financial Partners's AMZN Position: Q2 2026 in Review

Second Half Financial Partners increased its Amazon (AMZN) stake by 13% in Q2 2026, buying an estimated $131K and bringing the position to 4,468 shares worth $1.06M. The position accounts for 0.44% of the portfolio, ranked #29.

Second Half Financial Partners first reported a position in AMZN in Q1 2022 and has held it in 17 quarters since. The position peaked at $4.26M in Q2 2023. 2,943 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Second Half Financial Partners held 4,468 shares of Amazon worth $1.06M as of Q2 2026.
  • Second Half Financial Partners bought 523 Amazon shares in Q2 2026, an estimated $131K.
  • Amazon made up 0.44% of Second Half Financial Partners's portfolio in Q2 2026, its #29 holding.
  • Second Half Financial Partners first reported a position in Amazon in Q1 2022 and has held it in 17 quarters since.
  • Second Half Financial Partners's Amazon position peaked at $4.26M in Q2 2023.
  • 2,943 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Second Half Financial Partners's 13F filing for Q2 2026, filed 17 Jul 2026.