4Wealth Advisors
AMZN icon

4Wealth Advisors’s Amazon AMZN Stock Holding History

4Wealth 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
Q3 		$1.42M Sell
5,761
-2,002
-26% -$509K 0.98% 27
2026
Q2 		$1.86M Sell
7,763
-419
-5% -$105K 1.43% 16
2026
Q1 		$1.64M Buy
8,182
+746
+10% +$164K 1.4% 19
2025
Q4 		$1.72M Buy
7,436
+343
+5% +$78.5K 1.46% 17
2025
Q3 		$1.56M Buy
7,093
+250
+4% +$56.6K 1.39% 18
2025
Q2 		$1.5M Buy
6,843
+601
+10% +$119K 1.53% 16
2025
Q1 		$1.19M Buy
6,242
+316
+5% +$68.6K 1.29% 20
2024
Q4 		$1.3M Buy
+5,926
New +$1.21M 1.3% 20

Other funds holding AMZN

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

4Wealth Advisors's AMZN Position: Q3 2026 in Review

4Wealth Advisors reduced its Amazon (AMZN) stake by 26% in Q3 2026, selling an estimated $509K and leaving 5,761 shares worth $1.42M. The position accounts for 0.98% of the portfolio, ranked #27.

4Wealth Advisors first reported a position in AMZN in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.86M in Q2 2026. 2,757 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • 4Wealth Advisors held 5,761 shares of Amazon worth $1.42M as of Q3 2026.
  • 4Wealth Advisors sold 2,002 Amazon shares in Q3 2026, an estimated $509K.
  • Amazon made up 0.98% of 4Wealth Advisors's portfolio in Q3 2026, its #27 holding.
  • 4Wealth Advisors first reported a position in Amazon in Q4 2024 and has held it in 8 quarters since.
  • 4Wealth Advisors's Amazon position peaked at $1.86M in Q2 2026.
  • 2,757 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on 4Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.