Asset Allocation Strategies
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Asset Allocation Strategies’s Amazon AMZN Stock Holding History

Asset Allocation Strategies’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 		$1.16M Buy
4,675
+238
+5% +$60.5K 0.17% 79
2026
Q2 		$1.06M Buy
4,437
+182
+4% +$45.7K 0.16% 83
2026
Q1 		$886K Buy
4,255
+20
+0.5% +$4.4K 0.16% 89
2025
Q4 		$978K Buy
4,235
+16
+0.4% +$3.66K 0.18% 81
2025
Q3 		$926K Buy
4,219
+699
+20% +$158K 0.18% 85
2025
Q2 		$772K Buy
3,520
+34
+1% +$6.73K 0.17% 89
2025
Q1 		$663K Hold
3,486
– – 0.17% 93
2024
Q4 		$798K Sell
3,486
-5
-0.1% -$1.02K 0.19% 83
2024
Q3 		$650K Buy
3,491
+76
+2% +$13.9K 0.19% 81
2024
Q2 		$660K Sell
3,415
-48
-1% -$8.82K 0.22% 51
2024
Q1 		$625K Buy
3,463
+115
+3% +$19.2K 0.22% 46
2023
Q4 		$509K Buy
3,348
+48
+1% +$6.73K 0.2% 45
2023
Q3 		$419K Buy
3,300
+31
+0.9% +$4.15K 0.19% 44
2023
Q2 		$426K Buy
+3,269
New +$373K 0.2% 45

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

Asset Allocation Strategies's AMZN Position: Q3 2026 in Review

Asset Allocation Strategies increased its Amazon (AMZN) stake by 5.4% in Q3 2026, buying an estimated $60.5K and bringing the position to 4,675 shares worth $1.16M. The position accounts for 0.17% of the portfolio, ranked #79.

Asset Allocation Strategies first reported a position in AMZN in Q2 2023 and has held it in 14 quarters since. 2,005 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Asset Allocation Strategies held 4,675 shares of Amazon worth $1.16M as of Q3 2026.
  • Asset Allocation Strategies bought 238 Amazon shares in Q3 2026, an estimated $60.5K.
  • Amazon made up 0.17% of Asset Allocation Strategies's portfolio in Q3 2026, its #79 holding.
  • Asset Allocation Strategies first reported a position in Amazon in Q2 2023 and has held it in 14 quarters since.
  • 2,005 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Asset Allocation Strategies's 13F filing for Q3 2026, filed 20 Oct 2026.