Finer Wealth Management
AMZN icon

Finer Wealth Management’s Amazon AMZN Stock Holding History

Finer Wealth Management’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 		$10.8M Sell
43,487
-265
-0.6% -$67.3K 4.28% 7
2026
Q2 		$10.4M Sell
43,752
-570
-1% -$143K 4.66% 8
2026
Q1 		$9.23M Sell
44,322
-531
-1% -$117K 4.63% 6
2025
Q4 		$10.4M Buy
44,853
+754
+2% +$173K 5.01% 6
2025
Q3 		$9.7M Buy
44,099
+124
+0.3% +$28.1K 4.83% 6
2025
Q2 		$9.6M Buy
43,975
+460
+1% +$91K 5.16% 6
2025
Q1 		$8.28M Sell
43,515
-774
-2% -$168K 4.96% 5
2024
Q4 		$9.7M Buy
44,289
+610
+1% +$125K 5.57% 5
2024
Q3 		$8.14M Buy
43,679
+135
+0.3% +$24.6K 5.02% 5
2024
Q2 		$8.41M Sell
43,544
-1,418
-3% -$260K 5.43% 5
2024
Q1 		$8.11M Buy
44,962
+2,665
+6% +$445K 5.33% 4
2023
Q4 		$6.43M Buy
42,297
+694
+2% +$97.3K 4.79% 4
2023
Q3 		$5.29M Buy
41,603
+1,786
+4% +$239K 4.23% 4
2023
Q2 		$5.19M Buy
39,817
+287
+0.7% +$32.8K 4.06% 4
2023
Q1 		$4.08M Buy
39,530
+3,783
+11% +$365K 3.45% 5
2022
Q4 		$3M Buy
35,747
+522
+1% +$51.6K 2.81% 8
2022
Q3 		$3.98M Sell
35,225
-85
-0.2% -$10.7K 3.92% 4
2022
Q2 		$3.75M Buy
35,310
+1,430
+4% +$179K 3.42% 6
2022
Q1 		$5.52M Buy
33,880
+180
+0.5% +$27.8K 4.51% 4
2021
Q4 		$4.62M Buy
+33,700
New +$5.77M 3.83% 4

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

Finer Wealth Management's AMZN Position: Q3 2026 in Review

Finer Wealth Management reduced its Amazon (AMZN) stake by 0.61% in Q3 2026, selling an estimated $67.3K and leaving 43,487 shares worth $10.8M. The position accounts for 4.28% of the portfolio, ranked #7.

Finer Wealth Management first reported a position in AMZN in Q4 2021 and has held it in 20 quarters since. 2,005 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Finer Wealth Management held 43,487 shares of Amazon worth $10.8M as of Q3 2026.
  • Finer Wealth Management sold 265 Amazon shares in Q3 2026, an estimated $67.3K.
  • Amazon made up 4.28% of Finer Wealth Management's portfolio in Q3 2026, its #7 holding.
  • Finer Wealth Management first reported a position in Amazon in Q4 2021 and has held it in 20 quarters since.
  • 2,005 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

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