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Certus Wealth Management’s Amazon AMZN Stock Holding History

Certus Wealth Management’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
2025
Q3 		– Sell
-1,004
Closed -$220K – 59
2025
Q2 		$220K Hold
1,004
– – 0.14% 55
2025
Q1 		$209K Hold
1,004
– – 0.14% 52
2024
Q4 		$234K Buy
+1,004
New +$205K 0.16% 51
2023
Q3 		– Sell
-2,440
Closed -$318K – 55
2023
Q2 		$318K Buy
+2,440
New +$279K 0.32% 48

Other funds holding AMZN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Certus Wealth Management's AMZN Position: Q3 2025 in Review

Certus Wealth Management sold out of Amazon (AMZN) in Q3 2025, closing a stake of 1,004 shares — an estimated $220K sold.

Certus Wealth Management first reported a position in AMZN in Q2 2023 and held it in 4 quarters. The position peaked at $318K in Q2 2023. 5,570 funds tracked by Wall St. Rank hold AMZN as of Q3 2025.

  • Certus Wealth Management reported no remaining Amazon position as of Q3 2025 after selling out during the quarter.
  • Certus Wealth Management sold 1,004 Amazon shares in Q3 2025, an estimated $220K.
  • Certus Wealth Management first reported a position in Amazon in Q2 2023 and held it in 4 quarters.
  • Certus Wealth Management's Amazon position peaked at $318K in Q2 2023.
  • 5,570 funds tracked by Wall St. Rank held Amazon as of Q3 2025.

Based on Certus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.