Cascade Wealth Advisors
AMZN icon

Cascade Wealth Advisors’s Amazon AMZN Stock Holding History

Cascade 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 		$267K Hold
1,030
– – 0.11% 64
2026
Q2 		$283K Hold
1,030
– – 0.11% 59
2026
Q1 		$281K Sell
1,030
-65
-6% -$14.3K 0.12% 55
2025
Q4 		$266K Buy
1,095
+50
+5% +$11.4K 0.12% 55
2025
Q3 		$260K Hold
1,045
– – 0.13% 54
2025
Q2 		$233K Buy
+1,045
New +$207K 0.13% 52
2024
Q3 		– Sell
-1,680
Closed -$302K – 50
2024
Q2 		$302K Sell
1,680
-110
-6% -$20.2K 0.22% 43
2024
Q1 		$333K Buy
+1,790
New +$299K 0.28% 42

Other funds holding AMZN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 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

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

Cascade Wealth Advisors held its Amazon (AMZN) position steady in Q3 2026 at 1,030 shares worth $267K. The position accounts for 0.11% of the portfolio, ranked #64.

Cascade Wealth Advisors first reported a position in AMZN in Q1 2024 and has held it in 8 quarters since. The position peaked at $333K in Q1 2024. 4,066 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Cascade Wealth Advisors held 1,030 shares of Amazon worth $267K as of Q3 2026.
  • Cascade Wealth Advisors left its Amazon share count unchanged in Q3 2026.
  • Amazon made up 0.11% of Cascade Wealth Advisors's portfolio in Q3 2026, its #64 holding.
  • Cascade Wealth Advisors first reported a position in Amazon in Q1 2024 and has held it in 8 quarters since.
  • Cascade Wealth Advisors's Amazon position peaked at $333K in Q1 2024.
  • 4,066 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Cascade Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.