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Herold Advisors’s Amazon AMZN Stock Holding History

Herold 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 		$5.3M Sell
21,256
-333
-2% -$84.6K 1.03% 24
2026
Q2 		$5.16M Sell
21,589
-133
-0.6% -$33.4K 1.02% 23
2026
Q1 		$4.52M Buy
21,722
+455
+2% +$100K 0.99% 22
2025
Q4 		$4.91M Buy
21,267
+319
+2% +$73K 1.1% 19
2025
Q3 		$4.6M Sell
20,948
-5,895
-22% -$1.33M 1.07% 23
2025
Q2 		$5.89M Buy
26,843
+564
+2% +$112K 1.23% 17
2025
Q1 		$5M Sell
26,279
-1,474
-5% -$320K 1.1% 20
2024
Q4 		$6.09M Sell
27,753
-584
-2% -$119K 1.33% 14
2024
Q3 		$5.28M Sell
28,337
-226
-0.8% -$41.2K 1.15% 18
2024
Q2 		$5.52M Buy
28,563
+401
+1% +$73.7K 1.28% 16
2024
Q1 		$5.08M Buy
28,162
+9,790
+53% +$1.63M 1.23% 13
2023
Q4 		$2.79M Buy
18,372
+701
+4% +$98.3K 0.77% 37
2023
Q3 		$2.25M Sell
17,671
-115
-0.6% -$15.4K 0.68% 40
2023
Q2 		$2.32M Sell
17,786
-1,324
-7% -$151K 0.71% 33
2023
Q1 		$1.97M Buy
19,110
+4,494
+31% +$434K 0.68% 40
2022
Q4 		$1.23M Buy
14,616
+836
+6% +$82.6K 0.52% 66
2022
Q3 		$1.56M Buy
13,780
+260
+2% +$32.9K 0.75% 42
2022
Q2 		$1.44M Buy
13,520
+1,540
+13% +$193K 0.64% 50
2022
Q1 		$1.95M Buy
11,980
+6,320
+112% +$977K 0.69% 42
2021
Q4 		$943K Hold
5,660
– – 0.37% 87
2021
Q3 		$929K Buy
+5,660
New +$976K 0.36% 82

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

Herold Advisors's AMZN Position: Q3 2026 in Review

Herold Advisors reduced its Amazon (AMZN) stake by 1.5% in Q3 2026, selling an estimated $84.6K and leaving 21,256 shares worth $5.3M. The position accounts for 1.03% of the portfolio, ranked #24.

Herold Advisors first reported a position in AMZN in Q3 2021 and has held it in 21 quarters since. The position peaked at $6.09M in Q4 2024. 1,177 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Herold Advisors held 21,256 shares of Amazon worth $5.3M as of Q3 2026.
  • Herold Advisors sold 333 Amazon shares in Q3 2026, an estimated $84.6K.
  • Amazon made up 1.03% of Herold Advisors's portfolio in Q3 2026, its #24 holding.
  • Herold Advisors first reported a position in Amazon in Q3 2021 and has held it in 21 quarters since.
  • Herold Advisors's Amazon position peaked at $6.09M in Q4 2024.
  • 1,177 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.