Forza Wealth Management’s Amazon AMZN Stock Holding History

Forza 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	$670K	Buy	2,690 +809	+43%	+$206K	0.19%	107
2026 Q2	$448K	Hold	1,881	–	–	0.14%	139
2026 Q1	$392K	Hold	1,881	–	–	0.14%	147
2025 Q4	$434K	Hold	1,881	–	–	0.16%	131
2025 Q3	$413K	Sell	1,881 -750	-29%	-$170K	0.16%	135
2025 Q2	$577K	Hold	2,631	–	–	0.24%	106
2025 Q1	$501K	Sell	2,631 -150	-5%	-$32.6K	0.23%	109
2024 Q4	$610K	Buy	2,781 +106	+4%	+$21.7K	0.28%	89
2024 Q3	$498K	Buy	2,675 +306	+13%	+$55.8K	0.23%	116
2024 Q2	$458K	Hold	2,369	–	–	0.24%	117
2024 Q1	$427K	Sell	2,369 -600	-20%	-$100K	0.22%	123
2023 Q4	$451K	Sell	2,969 -2,630	-47%	-$369K	0.25%	112
2023 Q3	$712K	Hold	5,599	–	–	0.37%	84
2023 Q2	$730K	Buy	5,599 +80	+1%	+$9.14K	0.37%	86
2023 Q1	$570K	Buy	+5,519	New	+$533K	0.29%	102

Other funds holding AMZN

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

Forza Wealth Management increased its Amazon (AMZN) stake by 43% in Q3 2026, buying an estimated $206K and bringing the position to 2,690 shares worth $670K. The position accounts for 0.19% of the portfolio, ranked #107.

Forza Wealth Management first reported a position in AMZN in Q1 2023 and has held it in 15 quarters since. The position peaked at $730K in Q2 2023. 1,834 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

Forza Wealth Management held 2,690 shares of Amazon worth $670K as of Q3 2026.
Forza Wealth Management bought 809 Amazon shares in Q3 2026, an estimated $206K.
Amazon made up 0.19% of Forza Wealth Management's portfolio in Q3 2026, its #107 holding.
Forza Wealth Management first reported a position in Amazon in Q1 2023 and has held it in 15 quarters since.
Forza Wealth Management's Amazon position peaked at $730K in Q2 2023.
1,834 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Forza Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.