Avaii Wealth Management
AMZN icon

Avaii Wealth Management’s Amazon AMZN Stock Holding History

Avaii 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 		$1.87M Sell
7,433
-35
-0.5% -$8.89K 0.54% 29
2026
Q2 		$1.78M Buy
7,468
+60
+0.8% +$15.1K 0.52% 29
2026
Q1 		$1.54M Sell
7,408
-2,314
-24% -$509K 0.54% 28
2025
Q4 		$2.24M Buy
9,722
+506
+5% +$116K 0.81% 21
2025
Q3 		$2.02M Sell
9,216
-26,102
-74% -$5.91M 0.77% 23
2025
Q2 		$7.75M Buy
35,318
+2,249
+7% +$445K 3.44% 9
2025
Q1 		$6.29M Sell
33,069
-11,017
-25% -$2.39M 3.36% 9
2024
Q4 		$9.7M Buy
44,086
+806
+2% +$165K 4.76% 4
2024
Q3 		$8.06M Buy
43,280
+12,783
+42% +$2.33M 4.07% 6
2024
Q2 		$5.89M Buy
30,497
+5,043
+20% +$926K 3.27% 7
2024
Q1 		$4.59M Buy
25,454
+15,679
+160% +$2.62M 2.69% 9
2023
Q4 		$1.49M Sell
9,775
-775
-7% -$109K 0.97% 14
2023
Q3 		$1.34M Buy
10,550
+1,175
+13% +$157K 1.02% 17
2023
Q2 		$1.22M Buy
9,375
+1,649
+21% +$188K 0.94% 18
2023
Q1 		$798K Sell
7,726
-61
-0.8% -$5.89K 0.7% 31
2022
Q4 		$654K Buy
7,787
+488
+7% +$48.2K 0.58% 37
2022
Q3 		$825K Buy
7,299
+261
+4% +$33K 0.86% 25
2022
Q2 		$747K Buy
7,038
+818
+13% +$102K 0.8% 21
2022
Q1 		$1.02M Buy
6,220
+840
+16% +$130K 0.94% 16
2021
Q4 		$897K Buy
+5,380
New +$921K 0.9% 18

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

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

Avaii Wealth Management reduced its Amazon (AMZN) stake by 0.47% in Q3 2026, selling an estimated $8.89K and leaving 7,433 shares worth $1.87M. The position accounts for 0.54% of the portfolio, ranked #29.

Avaii Wealth Management first reported a position in AMZN in Q4 2021 and has held it in 20 quarters since. The position peaked at $9.7M in Q4 2024. 2,677 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Avaii Wealth Management held 7,433 shares of Amazon worth $1.87M as of Q3 2026.
  • Avaii Wealth Management sold 35 Amazon shares in Q3 2026, an estimated $8.89K.
  • Amazon made up 0.54% of Avaii Wealth Management's portfolio in Q3 2026, its #29 holding.
  • Avaii Wealth Management first reported a position in Amazon in Q4 2021 and has held it in 20 quarters since.
  • Avaii Wealth Management's Amazon position peaked at $9.7M in Q4 2024.
  • 2,677 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Avaii Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.