FD
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Financial Designs’s Amazon AMZN Stock Holding History

Financial Designs’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 		$894K Buy
3,588
+238
+7% +$60.5K 0.46% 19
2026
Q2 		$798K Sell
3,350
-15
-0.4% -$3.77K 0.43% 20
2026
Q1 		$701K Buy
+3,365
New +$741K 0.39% 21
2025
Q3 		– Sell
-3,381
Closed -$742K – 24
2025
Q2 		$742K Buy
+3,381
New +$669K 0.45% 21
2023
Q4 		– Sell
-3,263
Closed -$415K – 12
2023
Q3 		$415K Buy
+3,263
New +$437K 0.31% 16

Other funds holding AMZN

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Financial Designs's AMZN Position: Q3 2026 in Review

Financial Designs increased its Amazon (AMZN) stake by 7.1% in Q3 2026, buying an estimated $60.5K and bringing the position to 3,588 shares worth $894K. The position accounts for 0.46% of the portfolio, ranked #19.

Financial Designs first reported a position in AMZN in Q3 2023 and has held it in 5 quarters since. 455 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Financial Designs held 3,588 shares of Amazon worth $894K as of Q3 2026.
  • Financial Designs bought 238 Amazon shares in Q3 2026, an estimated $60.5K.
  • Amazon made up 0.46% of Financial Designs's portfolio in Q3 2026, its #19 holding.
  • Financial Designs first reported a position in Amazon in Q3 2023 and has held it in 5 quarters since.
  • 455 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Financial Designs's 13F filing for Q3 2026, filed 9 Oct 2026.