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Breakthru Advisory Services’s Amazon AMZN Stock Holding History

Breakthru Advisory Services’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 		$490K Buy
+1,965
New +$499K 1.66% 12
2026
Q2 		– Sell
-5,826
Closed -$1.21M – 19
2026
Q1 		$1.21M Sell
5,826
-1,181
-17% -$260K 1.95% 16
2025
Q4 		$1.62M Buy
7,007
+380
+6% +$86.9K 1.03% 19
2025
Q3 		$1.46M Buy
+6,627
New +$1.5M 0.96% 18
2025
Q1 		– Sell
-5,371
Closed -$1.18M – 13
2024
Q4 		$1.18M Buy
+5,371
New +$1.1M 1.07% 16

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
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 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
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Breakthru Advisory Services's AMZN Position: Q3 2026 in Review

Breakthru Advisory Services opened a new position in Amazon (AMZN) in Q3 2026: 1,965 shares worth $490K. The stake represents 1.66% of the portfolio and ranks #12 among its holdings. This is a return to the name: Breakthru Advisory Services previously reported a position in AMZN as recently as Q1 2026.

Breakthru Advisory Services first reported a position in AMZN in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.62M in Q4 2025. 1,215 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Breakthru Advisory Services held 1,965 shares of Amazon worth $490K as of Q3 2026.
  • Amazon was a new Breakthru Advisory Services position in Q3 2026.
  • Amazon made up 1.66% of Breakthru Advisory Services's portfolio in Q3 2026, its #12 holding.
  • Breakthru Advisory Services first reported a position in Amazon in Q4 2024 and has held it in 5 quarters since.
  • Breakthru Advisory Services's Amazon position peaked at $1.62M in Q4 2025.
  • 1,215 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Breakthru Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.