Ehrlich Financial Group
AMZN icon

Ehrlich Financial Group’s Amazon AMZN Stock Holding History

Ehrlich Financial 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 		$552K Buy
2,216
+185
+9% +$47K 0.29% 74
2026
Q2 		$484K Sell
2,031
-74
-4% -$18.6K 0.25% 80
2026
Q1 		$438K Sell
2,105
-34
-2% -$7.49K 0.25% 81
2025
Q4 		$494K Sell
2,139
-48
-2% -$11K 0.28% 71
2025
Q3 		$480K Buy
2,187
+45
+2% +$10.2K 0.29% 68
2025
Q2 		$470K Buy
2,142
+42
+2% +$8.31K 0.3% 69
2025
Q1 		$400K Buy
2,100
+50
+2% +$10.8K 0.29% 69
2024
Q4 		$450K Sell
2,050
-87
-4% -$17.8K 0.32% 63
2024
Q3 		$398K Hold
2,137
– – 0.28% 63
2024
Q2 		$413K Sell
2,137
-404
-16% -$74.2K 0.33% 58
2024
Q1 		$458K Sell
2,541
-140
-5% -$23.4K 0.39% 58
2023
Q4 		$407K Buy
+2,681
New +$376K 0.41% 60

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
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
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 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

Ehrlich Financial Group's AMZN Position: Q3 2026 in Review

Ehrlich Financial Group increased its Amazon (AMZN) stake by 9.1% in Q3 2026, buying an estimated $47K and bringing the position to 2,216 shares worth $552K. The position accounts for 0.29% of the portfolio, ranked #74.

Ehrlich Financial Group first reported a position in AMZN in Q4 2023 and has held it in 12 quarters since. 2,005 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Ehrlich Financial Group held 2,216 shares of Amazon worth $552K as of Q3 2026.
  • Ehrlich Financial Group bought 185 Amazon shares in Q3 2026, an estimated $47K.
  • Amazon made up 0.29% of Ehrlich Financial Group's portfolio in Q3 2026, its #74 holding.
  • Ehrlich Financial Group first reported a position in Amazon in Q4 2023 and has held it in 12 quarters since.
  • 2,005 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Ehrlich Financial Group's 13F filing for Q3 2026, filed 20 Oct 2026.