Amplius Wealth Advisors
AMZN icon

Amplius Wealth Advisors’s Amazon AMZN Stock Holding History

Amplius Wealth 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 		$4.5M Buy
18,073
+2,135
+13% +$542K 0.31% 41
2026
Q2 		$3.8M Buy
15,938
+2,078
+15% +$522K 0.28% 40
2026
Q1 		$2.89M Buy
13,860
+105
+0.8% +$23.1K 0.24% 42
2025
Q4 		$3.17M Sell
13,755
-1,483
-10% -$339K 0.27% 40
2025
Q3 		$3.35M Sell
15,238
-1,790
-11% -$405K 0.29% 40
2025
Q2 		$3.74M Buy
17,028
+2,977
+21% +$589K 0.35% 44
2025
Q1 		$2.67M Buy
14,051
+425
+3% +$92.2K 0.28% 46
2024
Q4 		$2.99M Sell
13,626
-924
-6% -$189K 0.31% 42
2024
Q3 		$2.71M Buy
14,550
+132
+0.9% +$24.1K 0.3% 42
2024
Q2 		$2.79M Buy
14,418
+255
+2% +$46.8K 0.31% 43
2024
Q1 		$2.55M Sell
14,163
-535
-4% -$89.3K 0.29% 45
2023
Q4 		$2.23M Buy
14,698
+266
+2% +$37.3K 0.27% 52
2023
Q3 		$1.83M Sell
14,432
-495
-3% -$66.3K 0.25% 52
2023
Q2 		$1.95M Buy
14,927
+819
+6% +$93.5K 0.26% 52
2023
Q1 		$1.46M Buy
14,108
+1,990
+16% +$192K 0.21% 56
2022
Q4 		$1.02M Sell
12,118
-458
-4% -$45.2K 0.16% 69
2022
Q3 		$1.42M Buy
12,576
+2,087
+20% +$264K 0.25% 49
2022
Q2 		$1.11M Sell
10,489
-211
-2% -$26.4K 0.18% 57
2022
Q1 		$1.74M Buy
10,700
+1,100
+11% +$170K 0.27% 45
2021
Q4 		$1.6M Buy
+9,600
New +$1.64M 0.22% 50

Other funds holding AMZN

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 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
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

Amplius Wealth Advisors increased its Amazon (AMZN) stake by 13% in Q3 2026, buying an estimated $542K and bringing the position to 18,073 shares worth $4.5M. The position accounts for 0.31% of the portfolio, ranked #41.

Amplius Wealth Advisors first reported a position in AMZN in Q4 2021 and has held it in 20 quarters since. 2,165 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Amplius Wealth Advisors held 18,073 shares of Amazon worth $4.5M as of Q3 2026.
  • Amplius Wealth Advisors bought 2,135 Amazon shares in Q3 2026, an estimated $542K.
  • Amazon made up 0.31% of Amplius Wealth Advisors's portfolio in Q3 2026, its #41 holding.
  • Amplius Wealth Advisors first reported a position in Amazon in Q4 2021 and has held it in 20 quarters since.
  • 2,165 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Amplius Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.