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Cherry Tree Wealth Management’s Amazon AMZN Stock Holding History

Cherry Tree 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
2026
Q3 		$502K Sell
2,015
-121
-6% -$30.7K 0.09% 97
2026
Q2 		$509K Sell
2,136
-168
-7% -$42.2K 0.1% 98
2026
Q1 		$480K Buy
2,304
+11
+0.5% +$2.42K 0.1% 97
2025
Q4 		$529K Buy
2,293
+856
+60% +$196K 0.11% 96
2025
Q3 		$316K Sell
1,437
-50
-3% -$11.3K 0.07% 125
2025
Q2 		$326K Sell
1,487
-200
-12% -$39.6K 0.08% 119
2025
Q1 		$321K Sell
1,687
-180
-10% -$39.1K 0.08% 124
2024
Q4 		$410K Buy
1,867
+16
+0.9% +$3.27K 0.1% 107
2024
Q3 		$345K Hold
1,851
– – 0.08% 124
2024
Q2 		$358K Sell
1,851
-460
-20% -$84.5K 0.09% 114
2024
Q1 		$417K Buy
2,311
+576
+33% +$96.1K 0.1% 99
2023
Q4 		$264K Buy
1,735
+240
+16% +$33.6K 0.07% 134
2023
Q3 		$190K Buy
1,495
+199
+15% +$26.7K 0.06% 142
2023
Q2 		$169K Buy
+1,296
New +$148K 0.05% 149

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 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
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.95B AUM 6.96% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Cherry Tree Wealth Management's AMZN Position: Q3 2026 in Review

Cherry Tree Wealth Management reduced its Amazon (AMZN) stake by 5.7% in Q3 2026, selling an estimated $30.7K and leaving 2,015 shares worth $502K. The position accounts for 0.09% of the portfolio, ranked #97.

Cherry Tree Wealth Management first reported a position in AMZN in Q2 2023 and has held it in 14 quarters since. The position peaked at $529K in Q4 2025. 917 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Cherry Tree Wealth Management held 2,015 shares of Amazon worth $502K as of Q3 2026.
  • Cherry Tree Wealth Management sold 121 Amazon shares in Q3 2026, an estimated $30.7K.
  • Amazon made up 0.09% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #97 holding.
  • Cherry Tree Wealth Management first reported a position in Amazon in Q2 2023 and has held it in 14 quarters since.
  • Cherry Tree Wealth Management's Amazon position peaked at $529K in Q4 2025.
  • 917 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.