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Client 1st Advisory Group’s Amazon AMZN Stock Holding History

Client 1st Advisory Group’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 		$2.76M Buy
11,061
+230
+2% +$58.4K 0.71% 29
2026
Q2 		$2.58M Buy
10,831
+852
+9% +$214K 0.67% 29
2026
Q1 		$2.08M Buy
9,979
+1,056
+12% +$233K 0.63% 29
2025
Q4 		$2.06M Buy
8,923
+429
+5% +$98.2K 0.64% 27
2025
Q3 		$1.87M Buy
8,494
+868
+11% +$196K 0.62% 26
2025
Q2 		$1.67M Sell
7,626
-12
-0.2% -$2.38K 0.61% 26
2025
Q1 		$1.45M Buy
7,638
+10
+0.1% +$2.17K 0.57% 24
2024
Q4 		$1.67M Hold
7,628
– – 0.64% 22
2024
Q3 		$1.42M Buy
7,628
+44
+0.6% +$8.03K 0.56% 26
2024
Q2 		$1.47M Buy
7,584
+122
+2% +$22.4K 0.63% 24
2024
Q1 		$1.35M Buy
7,462
+697
+10% +$116K 0.6% 27
2023
Q4 		$1.03M Buy
6,765
+1,307
+24% +$183K 0.5% 29
2023
Q3 		$694K Buy
5,458
+2,500
+85% +$335K 0.37% 40
2023
Q2 		$386K Buy
2,958
+200
+7% +$22.8K 0.2% 66
2023
Q1 		$285K Sell
2,758
-1,020
-27% -$98.5K 0.15% 72
2022
Q4 		$317K Buy
3,778
+326
+9% +$32.2K 0.19% 60
2022
Q3 		$390K Buy
3,452
+632
+22% +$79.9K 0.24% 50
2022
Q2 		$300K Buy
2,820
+20
+0.7% +$2.5K 0.18% 61
2022
Q1 		$456K Buy
2,800
+1,100
+65% +$170K 0.22% 53
2021
Q4 		$283K Buy
1,700
+120
+8% +$20.5K 0.14% 62
2021
Q3 		$260K Buy
1,580
+120
+8% +$20.7K 0.13% 62
2021
Q2 		$251K Sell
1,460
-140
-9% -$23.3K 0.13% 62
2021
Q1 		$248K Sell
1,600
-340
-18% -$53.9K 0.14% 58
2020
Q4 		$301K Hold
1,940
– – 0.2% 39
2020
Q3 		$304K Sell
1,940
-20
-1% -$3.15K 0.21% 42
2020
Q2 		$299K Buy
+1,960
New +$237K 0.25% 42

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

Client 1st Advisory Group's AMZN Position: Q3 2026 in Review

Client 1st Advisory Group increased its Amazon (AMZN) stake by 2.1% in Q3 2026, buying an estimated $58.4K and bringing the position to 11,061 shares worth $2.76M. The position accounts for 0.71% of the portfolio, ranked #29.

Client 1st Advisory Group first reported a position in AMZN in Q2 2020 and has held it in 26 quarters since. 1,506 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Client 1st Advisory Group held 11,061 shares of Amazon worth $2.76M as of Q3 2026.
  • Client 1st Advisory Group bought 230 Amazon shares in Q3 2026, an estimated $58.4K.
  • Amazon made up 0.71% of Client 1st Advisory Group's portfolio in Q3 2026, its #29 holding.
  • Client 1st Advisory Group first reported a position in Amazon in Q2 2020 and has held it in 26 quarters since.
  • 1,506 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Client 1st Advisory Group's 13F filing for Q3 2026, filed 19 Oct 2026.