Fiduciary Alliance
AMZN icon

Fiduciary Alliance’s Amazon AMZN Stock Holding History

Fiduciary Alliance’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 		$27.5M Sell
110,255
-2,249
-2% -$571K 2.07% 8
2026
Q2 		$26.8M Sell
112,504
-41,176
-27% -$10.3M 1.81% 8
2026
Q1 		$38.2M Sell
153,680
-6,325
-4% -$1.39M 2.3% 4
2025
Q4 		$36.9M Buy
160,005
+8,352
+6% +$1.91M 2.41% 6
2025
Q3 		$33.3M Buy
151,653
+2,722
+2% +$616K 2.23% 6
2025
Q2 		$32.7M Buy
148,931
+11,733
+9% +$2.32M 2.44% 6
2025
Q1 		$26.1M Buy
137,198
+8,108
+6% +$1.76M 2.57% 6
2024
Q4 		$28.3M Buy
129,090
+34,281
+36% +$7.01M 2.86% 5
2024
Q3 		$17.7M Buy
94,809
+19,313
+26% +$3.52M 2.34% 7
2024
Q2 		$15.1M Buy
75,496
+10,998
+17% +$2.02M 2.45% 9
2024
Q1 		$11.7M Sell
64,498
-511
-0.8% -$85.3K 2.06% 10
2023
Q4 		$9.9M Buy
65,009
+6,249
+11% +$876K 1.95% 11
2023
Q3 		$7.47M Buy
58,760
+2,821
+5% +$378K 1.73% 15
2023
Q2 		$7.29M Buy
55,939
+489
+0.9% +$55.8K 1.57% 19
2023
Q1 		$5.73M Buy
55,450
+2,502
+5% +$242K 1.44% 24
2022
Q4 		$4.45M Buy
+52,948
New +$5.23M 1.15% 25

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

Fiduciary Alliance's AMZN Position: Q3 2026 in Review

Fiduciary Alliance reduced its Amazon (AMZN) stake by 2% in Q3 2026, selling an estimated $571K and leaving 110,255 shares worth $27.5M. The position accounts for 2.07% of the portfolio, ranked #8.

Fiduciary Alliance first reported a position in AMZN in Q4 2022 and has held it in 16 quarters since. The position peaked at $38.2M in Q1 2026. 1,506 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Fiduciary Alliance held 110,255 shares of Amazon worth $27.5M as of Q3 2026.
  • Fiduciary Alliance sold 2,249 Amazon shares in Q3 2026, an estimated $571K.
  • Amazon made up 2.07% of Fiduciary Alliance's portfolio in Q3 2026, its #8 holding.
  • Fiduciary Alliance first reported a position in Amazon in Q4 2022 and has held it in 16 quarters since.
  • Fiduciary Alliance's Amazon position peaked at $38.2M in Q1 2026.
  • 1,506 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.