HWA
AMZN icon

Heritage Wealth Architects’s Amazon AMZN Stock Holding History

Heritage Wealth Architects’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 		$734K Buy
2,920
+115
+4% +$29.2K 0.3% 34
2026
Q2 		$694K Buy
2,805
+48
+2% +$12K 0.28% 42
2026
Q1 		$740K Buy
2,757
+85
+3% +$18.7K 0.31% 36
2025
Q4 		$639K Buy
2,672
+1,056
+65% +$242K 0.3% 39
2025
Q3 		$355K Buy
1,616
+3
+0.2% +$679 0.22% 45
2025
Q2 		$354K Buy
1,613
+240
+17% +$47.5K 0.26% 38
2025
Q1 		$261K Buy
+1,373
New +$298K 0.25% 28

Other funds holding AMZN

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Heritage Wealth Architects's AMZN Position: Q3 2026 in Review

Heritage Wealth Architects increased its Amazon (AMZN) stake by 4.1% in Q3 2026, buying an estimated $29.2K and bringing the position to 2,920 shares worth $734K. The position accounts for 0.3% of the portfolio, ranked #34.

Heritage Wealth Architects first reported a position in AMZN in Q1 2025 and has held it in 7 quarters since. The position peaked at $740K in Q1 2026. 1,088 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Heritage Wealth Architects held 2,920 shares of Amazon worth $734K as of Q3 2026.
  • Heritage Wealth Architects bought 115 Amazon shares in Q3 2026, an estimated $29.2K.
  • Amazon made up 0.3% of Heritage Wealth Architects's portfolio in Q3 2026, its #34 holding.
  • Heritage Wealth Architects first reported a position in Amazon in Q1 2025 and has held it in 7 quarters since.
  • Heritage Wealth Architects's Amazon position peaked at $740K in Q1 2026.
  • 1,088 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Heritage Wealth Architects's 13F filing for Q3 2026, filed 6 Oct 2026.