Hofer & Associates
AMZN icon

Hofer & Associates’s Amazon AMZN Stock Holding History

Hofer & Associates’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 		$344K Sell
1,381
-12,044
-90% -$3.06M 0.24% 66
2026
Q2 		$3.2M Buy
13,425
+333
+3% +$83.6K 1.55% 23
2026
Q1 		$2.73M Buy
13,092
+871
+7% +$192K 1.47% 23
2025
Q4 		$2.82M Buy
12,221
+18
+0.1% +$4.12K 1.49% 24
2025
Q3 		$2.68M Buy
12,203
+1,173
+11% +$266K 1.53% 23
2025
Q2 		$2.42M Buy
11,030
+277
+3% +$54.8K 1.51% 21
2025
Q1 		$2.05M Sell
10,753
-22
-0.2% -$4.77K 1.39% 23
2024
Q4 		$2.36M Sell
10,775
-16
-0.1% -$3.27K 1.59% 21
2024
Q3 		$2.01M Sell
10,791
-61
-0.6% -$11.1K 1.39% 23
2024
Q2 		$2.1M Sell
10,852
-15
-0.1% -$2.76K 1.63% 21
2024
Q1 		$1.96M Buy
10,867
+465
+4% +$77.6K 1.65% 20
2023
Q4 		$1.58M Hold
10,402
– – 1.47% 20
2023
Q3 		$1.32M Buy
10,402
+96
+0.9% +$12.9K 1.36% 20
2023
Q2 		$1.34M Sell
10,306
-1,277
-11% -$146K 1.29% 21
2023
Q1 		$973K Hold
11,583
– – 0.97% 21
2022
Q4 		$973K Sell
11,583
-1,150
-9% -$114K 0.97% 21
2022
Q3 		$1.44M Buy
12,733
+615
+5% +$77.7K 1.55% 20
2022
Q2 		$1.29M Buy
12,118
+1,698
+16% +$212K 1.34% 21
2022
Q1 		$1.7M Buy
10,420
+960
+10% +$148K 1.49% 20
2021
Q4 		$1.58M Buy
+9,460
New +$1.62M 1.43% 19

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

Hofer & Associates's AMZN Position: Q3 2026 in Review

Hofer & Associates reduced its Amazon (AMZN) stake by 90% in Q3 2026, selling an estimated $3.06M and leaving 1,381 shares worth $344K. The position accounts for 0.24% of the portfolio, ranked #66.

Hofer & Associates first reported a position in AMZN in Q4 2021 and has held it in 20 quarters since. The position peaked at $3.2M in Q2 2026. 2,213 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Hofer & Associates held 1,381 shares of Amazon worth $344K as of Q3 2026.
  • Hofer & Associates sold 12,044 Amazon shares in Q3 2026, an estimated $3.06M.
  • Amazon made up 0.24% of Hofer & Associates's portfolio in Q3 2026, its #66 holding.
  • Hofer & Associates first reported a position in Amazon in Q4 2021 and has held it in 20 quarters since.
  • Hofer & Associates's Amazon position peaked at $3.2M in Q2 2026.
  • 2,213 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Hofer & Associates's 13F filing for Q3 2026, filed 13 Oct 2026.