Delap Wealth Advisory
AMZN icon

Delap Wealth Advisory’s Amazon AMZN Stock Holding History

Delap Wealth Advisory’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 		$1.25M Sell
5,031
-91
-2% -$23.1K 0.43% 33
2026
Q2 		$1.22M Sell
5,122
-596
-10% -$150K 0.41% 37
2026
Q1 		$1.19M Sell
5,718
-1,203
-17% -$265K 0.45% 36
2025
Q4 		$1.6M Buy
6,921
+1,003
+17% +$229K 0.62% 32
2025
Q3 		$1.31M Buy
5,918
+2,140
+57% +$484K 0.55% 33
2025
Q2 		$829K Sell
3,778
-2,085
-36% -$413K 0.4% 34
2025
Q1 		$1.12M Sell
5,863
-403
-6% -$87.5K 0.62% 30
2024
Q4 		$1.37M Buy
6,266
+250
+4% +$51.1K 0.82% 29
2024
Q3 		$1.12M Sell
6,016
-1,273
-17% -$232K 0.71% 27
2024
Q2 		$1.41M Sell
7,289
-17,077
-70% -$3.14M 0.65% 24
2024
Q1 		$4.4M Buy
24,366
+17,792
+271% +$2.97M 1.78% 14
2023
Q4 		$999K Buy
6,574
+964
+17% +$135K 0.45% 32
2023
Q3 		$713K Buy
5,610
+105
+2% +$14.1K 0.69% 27
2023
Q2 		$718K Sell
5,505
-55
-1% -$6.28K 0.7% 23
2023
Q1 		$574K Sell
5,560
-2,234
-29% -$216K 0.59% 29
2022
Q4 		$655K Buy
+7,794
New +$770K 0.68% 26

Other funds holding AMZN

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Delap Wealth Advisory's AMZN Position: Q3 2026 in Review

Delap Wealth Advisory reduced its Amazon (AMZN) stake by 1.8% in Q3 2026, selling an estimated $23.1K and leaving 5,031 shares worth $1.25M. The position accounts for 0.43% of the portfolio, ranked #33.

Delap Wealth Advisory first reported a position in AMZN in Q4 2022 and has held it in 16 quarters since. The position peaked at $4.4M in Q1 2024. 2,757 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Delap Wealth Advisory held 5,031 shares of Amazon worth $1.25M as of Q3 2026.
  • Delap Wealth Advisory sold 91 Amazon shares in Q3 2026, an estimated $23.1K.
  • Amazon made up 0.43% of Delap Wealth Advisory's portfolio in Q3 2026, its #33 holding.
  • Delap Wealth Advisory first reported a position in Amazon in Q4 2022 and has held it in 16 quarters since.
  • Delap Wealth Advisory's Amazon position peaked at $4.4M in Q1 2024.
  • 2,757 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Delap Wealth Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.