HighRoad Wealth Advisors
AMZN icon

HighRoad Wealth Advisors’s Amazon AMZN Stock Holding History

HighRoad 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 		$471K Sell
1,892
-112
-6% -$28.5K 0.39% 29
2026
Q2 		$478K Hold
2,004
– – 0.4% 26
2026
Q1 		$417K Buy
2,004
+72
+4% +$15.9K 0.41% 25
2025
Q4 		$446K Buy
+1,932
New +$442K 0.43% 25

Other funds holding AMZN

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

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

HighRoad Wealth Advisors reduced its Amazon (AMZN) stake by 5.6% in Q3 2026, selling an estimated $28.5K and leaving 1,892 shares worth $471K. The position accounts for 0.39% of the portfolio, ranked #29.

HighRoad Wealth Advisors first reported a position in AMZN in Q4 2025 and has held it in 4 quarters since. The position peaked at $478K in Q2 2026. 2,304 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • HighRoad Wealth Advisors held 1,892 shares of Amazon worth $471K as of Q3 2026.
  • HighRoad Wealth Advisors sold 112 Amazon shares in Q3 2026, an estimated $28.5K.
  • Amazon made up 0.39% of HighRoad Wealth Advisors's portfolio in Q3 2026, its #29 holding.
  • HighRoad Wealth Advisors first reported a position in Amazon in Q4 2025 and has held it in 4 quarters since.
  • HighRoad Wealth Advisors's Amazon position peaked at $478K in Q2 2026.
  • 2,304 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on HighRoad Wealth Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.