TPG Financial Advisors’s Amazon AMZN Stock Holding History

TPG Financial Advisors’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	$744K	Buy	3,121 +47	+2%	+$11.8K	0.22%	42
2026 Q1	$640K	Sell	3,074 -150	-5%	-$33K	0.21%	43
2025 Q4	$744K	Buy	3,224 +274	+9%	+$62.7K	0.25%	42
2025 Q3	$648K	Sell	2,950 -75	-2%	-$17K	0.24%	41
2025 Q2	$664K	Sell	3,025 -519	-15%	-$103K	0.27%	41
2025 Q1	$674K	Sell	3,544 -1,512	-30%	-$328K	0.3%	36
2024 Q4	$1.11M	Buy	5,056 +1,369	+37%	+$280K	0.48%	31
2024 Q3	$687K	Sell	3,687 -333	-8%	-$60.8K	0.31%	35
2024 Q2	$777K	Buy	+4,020	New	+$738K	0.37%	35
2023 Q4	$543K	Buy	+3,642	New	+$511K	0.28%	40
2020 Q1	–	Sell	-3,660	Closed	-$338K	–	45
2019 Q4	$338K	Sell	3,660 -920	-20%	-$81.4K	0.28%	40
2019 Q3	$398K	Hold	4,580	–	–	0.36%	34
2019 Q2	$444K	Buy	+4,580	New	+$427K	0.41%	29

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

TPG Financial Advisors's AMZN Position: Q2 2026 in Review

TPG Financial Advisors increased its Amazon (AMZN) stake by 1.5% in Q2 2026, buying an estimated $11.8K and bringing the position to 3,121 shares worth $744K. The position accounts for 0.22% of the portfolio, ranked #42.

TPG Financial Advisors first reported a position in AMZN in Q2 2019 and has held it in 13 quarters since. The position peaked at $1.11M in Q4 2024. 6,101 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

TPG Financial Advisors held 3,121 shares of Amazon worth $744K as of Q2 2026.
TPG Financial Advisors bought 47 Amazon shares in Q2 2026, an estimated $11.8K.
Amazon made up 0.22% of TPG Financial Advisors's portfolio in Q2 2026, its #42 holding.
TPG Financial Advisors first reported a position in Amazon in Q2 2019 and has held it in 13 quarters since.
TPG Financial Advisors's Amazon position peaked at $1.11M in Q4 2024.
6,101 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on TPG Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.