Hegarty Advisors
AMZN icon

Hegarty Advisors’s Amazon AMZN Stock Holding History

Hegarty 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 		$426K Sell
1,708
-139
-8% -$35.3K 0.26% 50
2026
Q2 		$440K Sell
1,847
-1,235
-40% -$310K 0.3% 47
2026
Q1 		$642K Buy
+3,082
New +$679K 0.51% 38

Other funds holding AMZN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Hegarty Advisors's AMZN Position: Q3 2026 in Review

Hegarty Advisors reduced its Amazon (AMZN) stake by 7.5% in Q3 2026, selling an estimated $35.3K and leaving 1,708 shares worth $426K. The position accounts for 0.26% of the portfolio, ranked #50.

Hegarty Advisors first reported a position in AMZN in Q1 2026 and has held it in 3 quarters since. The position peaked at $642K in Q1 2026. 4,228 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Hegarty Advisors held 1,708 shares of Amazon worth $426K as of Q3 2026.
  • Hegarty Advisors sold 139 Amazon shares in Q3 2026, an estimated $35.3K.
  • Amazon made up 0.26% of Hegarty Advisors's portfolio in Q3 2026, its #50 holding.
  • Hegarty Advisors first reported a position in Amazon in Q1 2026 and has held it in 3 quarters since.
  • Hegarty Advisors's Amazon position peaked at $642K in Q1 2026.
  • 4,228 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Hegarty Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.