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Castleview Partners’s Amazon AMZN Stock Holding History

Castleview Partners’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 		$1.07M Sell
4,308
-2,199
-34% -$559K 0.47% 48
2026
Q2 		$1.55M Buy
6,507
+562
+9% +$141K 0.68% 29
2026
Q1 		$1.24M Sell
5,945
-2,064
-26% -$454K 0.63% 34
2025
Q4 		$1.85M Sell
8,009
-279
-3% -$63.8K 0.92% 24
2025
Q3 		$1.82M Sell
8,288
-685
-8% -$155K 0.99% 24
2025
Q2 		$1.97M Sell
8,973
-1,271
-12% -$252K 1.27% 17
2025
Q1 		$1.95M Sell
10,244
-2,842
-22% -$617K 1.32% 14
2024
Q4 		$2.88M Sell
13,086
-2,547
-16% -$521K 1.55% 6
2024
Q3 		$2.91M Sell
15,633
-370
-2% -$67.5K 1.68% 6
2024
Q2 		$3.09M Sell
16,003
-8,512
-35% -$1.56M 1.76% 6
2024
Q1 		$4.42M Buy
24,515
+4,089
+20% +$683K 2.47% 3
2023
Q4 		$3.1M Buy
20,426
+1,326
+7% +$186K 2.17% 4
2023
Q3 		$2.43M Sell
19,100
-967
-5% -$130K 2.24% 5
2023
Q2 		$2.62M Sell
20,067
-359
-2% -$41K 2.36% 6
2023
Q1 		$2.11M Buy
+20,426
New +$1.97M 1.87% 8
2022
Q4 		– Sell
-17,827
Closed -$2.01M – 647
2022
Q3 		$2.01M Buy
17,827
+16,671
+1,442% +$2.11M 1.92% 9
2022
Q2 		$2.9K Sell
1,156
-9,544
-89% -$1.19M ﹤0.01% 604
2022
Q1 		$1.74M Buy
+10,700
New +$1.65M 1.08% 12
2021
Q2 		$2.4M Buy
+13,940
New +$2.32M 1.05% 15
2018
Q1 		$813K Buy
+11,240
New +$804K 0.67% 39

Other funds holding AMZN

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 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
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 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

Castleview Partners's AMZN Position: Q3 2026 in Review

Castleview Partners reduced its Amazon (AMZN) stake by 34% in Q3 2026, selling an estimated $559K and leaving 4,308 shares worth $1.07M. The position accounts for 0.47% of the portfolio, ranked #48.

Castleview Partners first reported a position in AMZN in Q1 2018 and has held it in 20 quarters since. The position peaked at $4.42M in Q1 2024. 1,506 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Castleview Partners held 4,308 shares of Amazon worth $1.07M as of Q3 2026.
  • Castleview Partners sold 2,199 Amazon shares in Q3 2026, an estimated $559K.
  • Amazon made up 0.47% of Castleview Partners's portfolio in Q3 2026, its #48 holding.
  • Castleview Partners first reported a position in Amazon in Q1 2018 and has held it in 20 quarters since.
  • Castleview Partners's Amazon position peaked at $4.42M in Q1 2024.
  • 1,506 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Castleview Partners's 13F filing for Q3 2026, filed 9 Oct 2026.