Forteris Wealth Management
AMZN icon

Forteris Wealth Management’s Amazon AMZN Stock Holding History

Forteris 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 		$1.9M Sell
7,638
-443
-5% -$113K 1.57% 24
2026
Q2 		$1.93M Buy
8,081
+200
+3% +$50.2K 1.58% 22
2026
Q1 		$1.64M Buy
7,881
+897
+13% +$197K 1.57% 23
2025
Q4 		$1.61M Buy
+6,984
New +$1.6M 1.59% 22

Other funds holding AMZN

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

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

Forteris Wealth Management reduced its Amazon (AMZN) stake by 5.5% in Q3 2026, selling an estimated $113K and leaving 7,638 shares worth $1.9M. The position accounts for 1.57% of the portfolio, ranked #24.

Forteris Wealth Management first reported a position in AMZN in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.93M in Q2 2026. 3,702 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Forteris Wealth Management held 7,638 shares of Amazon worth $1.9M as of Q3 2026.
  • Forteris Wealth Management sold 443 Amazon shares in Q3 2026, an estimated $113K.
  • Amazon made up 1.57% of Forteris Wealth Management's portfolio in Q3 2026, its #24 holding.
  • Forteris Wealth Management first reported a position in Amazon in Q4 2025 and has held it in 4 quarters since.
  • Forteris Wealth Management's Amazon position peaked at $1.93M in Q2 2026.
  • 3,702 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

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