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Shira Ridge Wealth Management’s Amazon AMZN Stock Holding History

Shira Ridge Wealth Management’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 		$1M Sell
4,216
-40
-0.9% -$10K 0.35% 33
2026
Q1 		$886K Buy
4,256
+83
+2% +$18.3K 0.35% 35
2025
Q4 		$963K Sell
4,173
-98
-2% -$22.4K 0.39% 36
2025
Q3 		$938K Buy
4,271
+139
+3% +$31.5K 0.4% 35
2025
Q2 		$907K Sell
4,132
-416
-9% -$82.3K 0.41% 36
2025
Q1 		$865K Buy
4,548
+712
+19% +$155K 0.43% 37
2024
Q4 		$842K Buy
3,836
+286
+8% +$58.5K 0.41% 34
2024
Q3 		$661K Sell
3,550
-10
-0.3% -$1.82K 0.34% 47
2024
Q2 		$688K Buy
3,560
+50
+1% +$9.19K 0.38% 44
2024
Q1 		$633K Buy
3,510
+630
+22% +$105K 0.36% 43
2023
Q4 		$438K Hold
2,880
– – 0.26% 52
2023
Q3 		$366K Buy
2,880
+400
+16% +$53.6K 0.24% 52
2023
Q2 		$323K Sell
2,480
-100
-4% -$11.4K 0.2% 56
2023
Q1 		$266K Sell
2,580
-940
-27% -$90.8K 0.18% 58
2022
Q4 		$296K Buy
+3,520
New +$348K 0.2% 56

Other funds holding AMZN

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Shira Ridge Wealth Management's AMZN Position: Q2 2026 in Review

Shira Ridge Wealth Management reduced its Amazon (AMZN) stake by 0.94% in Q2 2026, selling an estimated $10K and leaving 4,216 shares worth $1M. The position accounts for 0.35% of the portfolio, ranked #33.

Shira Ridge Wealth Management first reported a position in AMZN in Q4 2022 and has held it in 15 quarters since. 3,697 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Shira Ridge Wealth Management held 4,216 shares of Amazon worth $1M as of Q2 2026.
  • Shira Ridge Wealth Management sold 40 Amazon shares in Q2 2026, an estimated $10K.
  • Amazon made up 0.35% of Shira Ridge Wealth Management's portfolio in Q2 2026, its #33 holding.
  • Shira Ridge Wealth Management first reported a position in Amazon in Q4 2022 and has held it in 15 quarters since.
  • 3,697 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Shira Ridge Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.