Encompass Wealth Advisors
AMZN icon

Encompass Wealth Advisors’s Amazon AMZN Stock Holding History

Encompass Wealth Advisors’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 		$7.35M Buy
29,496
+14,829
+101% +$3.77M 1.09% 19
2026
Q2 		$3.5M Sell
14,667
-494
-3% -$124K 1.06% 20
2026
Q1 		$3.16M Sell
15,161
-151
-1% -$33.2K 1.1% 21
2025
Q4 		$3.53M Sell
15,312
-383
-2% -$87.6K 1.2% 17
2025
Q3 		$3.45M Sell
15,695
-53
-0.3% -$12K 1.17% 18
2025
Q2 		$3.45M Sell
15,748
-167
-1% -$33K 1.27% 17
2025
Q1 		$3.03M Sell
15,915
-26
-0.2% -$5.64K 1.23% 18
2024
Q4 		$3.5M Sell
15,941
-6,471
-29% -$1.32M 1.41% 16
2024
Q3 		$4.18M Sell
22,412
-264
-1% -$48.2K 1.04% 20
2024
Q2 		$4.38M Buy
22,676
+64
+0.3% +$11.8K 1.16% 17
2024
Q1 		$4.08M Hold
22,612
– – 1.08% 18
2023
Q4 		$3.44M Buy
22,612
+515
+2% +$72.2K 1.03% 19
2023
Q3 		$2.81M Buy
22,097
+1,355
+7% +$182K 0.93% 23
2023
Q2 		$2.7M Sell
20,742
-805
-4% -$91.9K 0.88% 24
2023
Q1 		$2.23M Buy
21,547
+308
+1% +$29.8K 0.76% 25
2022
Q4 		$1.78M Buy
21,239
+927
+5% +$91.6K 0.65% 31
2022
Q3 		$2.3M Sell
20,312
-518
-2% -$65.5K 0.87% 24
2022
Q2 		$2.21M Buy
20,830
+2,750
+15% +$344K 0.78% 26
2022
Q1 		$2.94M Hold
18,080
– – 0.74% 28
2021
Q4 		$3.01M Buy
18,080
+420
+2% +$71.9K 0.73% 29
2021
Q3 		$2.9M Sell
17,660
-2,720
-13% -$469K 0.76% 30
2021
Q2 		$3.51M Sell
20,380
-2,920
-13% -$485K 0.86% 26
2021
Q1 		$3.61M Buy
23,300
+8,260
+55% +$1.31M 0.92% 27
2020
Q4 		$2.45M Buy
+15,040
New +$2.4M 1.41% 14

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

Encompass Wealth Advisors's AMZN Position: Q3 2026 in Review

Encompass Wealth Advisors increased its Amazon (AMZN) stake by 101% in Q3 2026, buying an estimated $3.77M and bringing the position to 29,496 shares worth $7.35M. The position accounts for 1.09% of the portfolio, ranked #19.

Encompass Wealth Advisors first reported a position in AMZN in Q4 2020 and has held it in 24 quarters since. 2,005 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Encompass Wealth Advisors held 29,496 shares of Amazon worth $7.35M as of Q3 2026.
  • Encompass Wealth Advisors bought 14,829 Amazon shares in Q3 2026, an estimated $3.77M.
  • Amazon made up 1.09% of Encompass Wealth Advisors's portfolio in Q3 2026, its #19 holding.
  • Encompass Wealth Advisors first reported a position in Amazon in Q4 2020 and has held it in 24 quarters since.
  • 2,005 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Encompass Wealth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.