Blue Zone Wealth Advisors
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Blue Zone Wealth Advisors’s Amazon AMZN Stock Holding History

Blue Zone 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 		$43.6M Buy
174,855
+1,428
+0.8% +$363K 6.85% 2
2026
Q2 		$41.3M Buy
173,427
+18,732
+12% +$4.7M 7.22% 2
2026
Q1 		$32.2M Buy
154,695
+38,858
+34% +$8.56M 6.56% 2
2025
Q4 		$26.7M Buy
115,837
+30,038
+35% +$6.87M 5.11% 2
2025
Q3 		$18.8M Buy
85,799
+54,377
+173% +$12.3M 3.76% 4
2025
Q2 		$6.89M Buy
31,422
+2,524
+9% +$499K 1.72% 21
2025
Q1 		$5.5M Buy
28,898
+1,081
+4% +$235K 1.53% 30
2024
Q4 		$6.1M Buy
27,817
+507
+2% +$104K 1.76% 17
2024
Q3 		$5.09M Buy
27,310
+499
+2% +$91K 1.58% 25
2024
Q2 		$5.18M Sell
26,811
-3,645
-12% -$670K 1.79% 19
2024
Q1 		$5.49M Buy
30,456
+170
+0.6% +$28.4K 1.89% 19
2023
Q4 		$4.6M Sell
30,286
-320
-1% -$44.9K 1.84% 25
2023
Q3 		$3.89M Buy
30,606
+797
+3% +$107K 1.71% 23
2023
Q2 		$3.89M Sell
29,809
-431
-1% -$49.2K 1.79% 20
2023
Q1 		$3.12M Sell
30,240
-4,400
-13% -$425K 1.67% 25
2022
Q4 		$2.91M Sell
34,640
-300
-0.9% -$29.6K 1.55% 24
2022
Q3 		$3.95M Sell
34,940
-4,860
-12% -$614K 2.04% 12
2022
Q2 		$4.23M Buy
39,800
+6,240
+19% +$781K 1.92% 12
2022
Q1 		$5.47M Buy
33,560
+7,460
+29% +$1.15M 2.04% 11
2021
Q4 		$4.35M Buy
26,100
+880
+3% +$151K 1.44% 20
2021
Q3 		$4.14M Buy
25,220
+3,100
+14% +$535K 1.44% 21
2021
Q2 		$3.8M Hold
22,120
– – 1.43% 22
2021
Q1 		$3.42M Sell
22,120
-1,940
-8% -$308K 1.46% 21
2020
Q4 		$3.92M Buy
24,060
+200
+0.8% +$31.9K 1.89% 15
2020
Q3 		$3.76M Buy
23,860
+2,340
+11% +$369K 2.12% 11
2020
Q2 		$2.97M Buy
21,520
+1,140
+6% +$138K 1.66% 16
2020
Q1 		$1.99M Buy
20,380
+15,440
+313% +$1.49M 1.86% 14
2019
Q4 		$456K Buy
+4,940
New +$437K 0.29% 34

Other funds holding AMZN

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Blue Zone Wealth Advisors's AMZN Position: Q3 2026 in Review

Blue Zone Wealth Advisors increased its Amazon (AMZN) stake by 0.82% in Q3 2026, buying an estimated $363K and bringing the position to 174,855 shares worth $43.6M. The position accounts for 6.85% of the portfolio, ranked #2.

Blue Zone Wealth Advisors first reported a position in AMZN in Q4 2019 and has held it in 28 quarters since. 3,890 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Blue Zone Wealth Advisors held 174,855 shares of Amazon worth $43.6M as of Q3 2026.
  • Blue Zone Wealth Advisors bought 1,428 Amazon shares in Q3 2026, an estimated $363K.
  • Amazon made up 6.85% of Blue Zone Wealth Advisors's portfolio in Q3 2026, its #2 holding.
  • Blue Zone Wealth Advisors first reported a position in Amazon in Q4 2019 and has held it in 28 quarters since.
  • 3,890 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Blue Zone Wealth Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.