Gratus Wealth Advisors
AMZN icon

Gratus Wealth Advisors’s Amazon AMZN Stock Holding History

Gratus Wealth Advisors’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 		$3.21M Sell
12,895
-60
-0.5% -$15.2K 0.41% 27
2026
Q2 		$3.09M Buy
12,955
+7
+0.1% +$1.76K 0.39% 28
2026
Q1 		$2.7M Sell
12,948
-511
-4% -$113K 0.39% 27
2025
Q4 		$3.11M Buy
13,459
+301
+2% +$68.9K 0.43% 26
2025
Q3 		$2.89M Sell
13,158
-500
-4% -$113K 0.41% 26
2025
Q2 		$3M Buy
13,658
+1,173
+9% +$232K 0.45% 24
2025
Q1 		$2.38M Sell
12,485
-509
-4% -$110K 0.39% 28
2024
Q4 		$2.85M Sell
12,994
-298
-2% -$61K 0.46% 27
2024
Q3 		$2.4M Buy
13,292
+635
+5% +$116K 0.39% 32
2024
Q2 		$2.32M Sell
12,657
-160
-1% -$29.4K 0.4% 32
2024
Q1 		$2.3M Sell
12,817
-145
-1% -$24.2K 0.42% 32
2023
Q4 		$1.97M Buy
+12,962
New +$1.82M 0.39% 34

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

Gratus Wealth Advisors's AMZN Position: Q3 2026 in Review

Gratus Wealth Advisors reduced its Amazon (AMZN) stake by 0.46% in Q3 2026, selling an estimated $15.2K and leaving 12,895 shares worth $3.21M. The position accounts for 0.41% of the portfolio, ranked #27.

Gratus Wealth Advisors first reported a position in AMZN in Q4 2023 and has held it in 12 quarters since. 3,702 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Gratus Wealth Advisors held 12,895 shares of Amazon worth $3.21M as of Q3 2026.
  • Gratus Wealth Advisors sold 60 Amazon shares in Q3 2026, an estimated $15.2K.
  • Amazon made up 0.41% of Gratus Wealth Advisors's portfolio in Q3 2026, its #27 holding.
  • Gratus Wealth Advisors first reported a position in Amazon in Q4 2023 and has held it in 12 quarters since.
  • 3,702 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Gratus Wealth Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.