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Bestgate Wealth Advisors’s Amazon AMZN Stock Holding History

Bestgate 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 		$1.21M Buy
4,864
+1,668
+52% +$424K 0.77% 19
2026
Q2 		$762K Hold
3,196
– – 1.21% 22
2026
Q1 		$666K Sell
3,196
-995
-24% -$219K 1.2% 21
2025
Q4 		$967K Buy
4,191
+227
+6% +$51.9K 1.7% 14
2025
Q3 		$870K Buy
3,964
+40
+1% +$9.05K 1.54% 15
2025
Q2 		$747K Hold
3,924
– – 1.55% 17
2025
Q1 		$747K Sell
3,924
-5
-0.1% -$1.08K 1.55% 17
2024
Q4 		$862K Buy
+3,929
New +$804K 1.73% 15

Other funds holding AMZN

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.95B AUM 6.96% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

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

Bestgate Wealth Advisors increased its Amazon (AMZN) stake by 52% in Q3 2026, buying an estimated $424K and bringing the position to 4,864 shares worth $1.21M. The position accounts for 0.77% of the portfolio, ranked #19.

Bestgate Wealth Advisors first reported a position in AMZN in Q4 2024 and has held it in 8 quarters since. 947 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Bestgate Wealth Advisors held 4,864 shares of Amazon worth $1.21M as of Q3 2026.
  • Bestgate Wealth Advisors bought 1,668 Amazon shares in Q3 2026, an estimated $424K.
  • Amazon made up 0.77% of Bestgate Wealth Advisors's portfolio in Q3 2026, its #19 holding.
  • Bestgate Wealth Advisors first reported a position in Amazon in Q4 2024 and has held it in 8 quarters since.
  • 947 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

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