Alterna Wealth Management
AMZN icon

Alterna Wealth Management’s Amazon AMZN Stock Holding History

Alterna 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
Q3 		$1.71M Sell
6,863
-1
-0% -$254 0.95% 35
2026
Q2 		$1.64M Sell
6,864
-527
-7% -$132K 0.94% 32
2026
Q1 		$1.54M Buy
7,391
+204
+3% +$44.9K 1.17% 27
2025
Q4 		$1.66M Sell
7,187
-15
-0.2% -$3.43K 1.38% 21
2025
Q3 		$1.58M Sell
7,202
-1,560
-18% -$353K 1.3% 22
2025
Q2 		$1.92M Sell
8,762
-2,373
-21% -$470K 1.54% 17
2025
Q1 		$2.12M Buy
11,135
+564
+5% +$122K 1.61% 17
2024
Q4 		$2.32M Sell
10,571
-1,172
-10% -$240K 1.96% 14
2024
Q3 		$2.19M Buy
11,743
+57
+0.5% +$10.4K 1.96% 14
2024
Q2 		$2.26M Buy
11,686
+3,238
+38% +$595K 1.98% 13
2024
Q1 		$1.52M Sell
8,448
-4,464
-35% -$745K 1.23% 17
2023
Q4 		$1.96M Buy
12,912
+863
+7% +$121K 2.36% 12
2023
Q3 		$1.53M Buy
12,049
+95
+0.8% +$12.7K 1.96% 14
2023
Q2 		$1.56M Sell
11,954
-775
-6% -$88.5K 1.81% 16
2023
Q1 		$1.31M Buy
12,729
+58
+0.5% +$5.6K 1.65% 19
2022
Q4 		$1.06M Buy
12,671
+120
+1% +$11.9K 1.19% 25
2022
Q3 		$1.42M Sell
12,551
-445
-3% -$56.2K 1.68% 18
2022
Q2 		$1.38M Buy
12,996
+7,216
+125% +$903K 1.4% 17
2022
Q1 		$942K Buy
5,780
+100
+2% +$15.5K 0.79% 31
2021
Q4 		$947K Buy
+5,680
New +$972K 0.79% 36
2020
Q4 		$1.08M Buy
6,620
+480
+8% +$76.6K 1.36% 25
2020
Q3 		$967K Sell
6,140
-2,160
-26% -$341K 1.4% 24
2020
Q2 		$1.14M Sell
8,300
-1,680
-17% -$203K 1.37% 22
2020
Q1 		$973K Sell
9,980
-260
-3% -$25.2K 1.41% 23
2019
Q4 		$946K Buy
10,240
+740
+8% +$65.5K 1.05% 28
2019
Q3 		$825K Buy
9,500
+520
+6% +$48.2K 0.98% 27
2019
Q2 		$850K Sell
8,980
-20,320
-69% -$1.89M 1.02% 33
2019
Q1 		$2.61M Sell
29,300
-69,760
-70% -$5.81M 2.21% 9
2018
Q4 		$5.4M Buy
+99,060
New +$8.24M 0.88% 16

Other funds holding AMZN

Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 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

Alterna Wealth Management's AMZN Position: Q3 2026 in Review

Alterna Wealth Management reduced its Amazon (AMZN) stake by 0.01% in Q3 2026, selling an estimated $254 and leaving 6,863 shares worth $1.71M. The position accounts for 0.95% of the portfolio, ranked #35.

Alterna Wealth Management first reported a position in AMZN in Q4 2018 and has held it in 29 quarters since. The position peaked at $5.4M in Q4 2018. 3,061 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Alterna Wealth Management held 6,863 shares of Amazon worth $1.71M as of Q3 2026.
  • Alterna Wealth Management sold 1 Amazon share in Q3 2026, an estimated $254.
  • Amazon made up 0.95% of Alterna Wealth Management's portfolio in Q3 2026, its #35 holding.
  • Alterna Wealth Management first reported a position in Amazon in Q4 2018 and has held it in 29 quarters since.
  • Alterna Wealth Management's Amazon position peaked at $5.4M in Q4 2018.
  • 3,061 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Alterna Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.