Holos Integrated Wealth
AMZN icon

Holos Integrated Wealth’s Amazon AMZN Stock Holding History

Holos Integrated Wealth’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 		$1.76M Buy
6,712
+360
+6% +$91.5K 0.79% 25
2026
Q2 		$1.56M Buy
6,352
+195
+3% +$48.9K 0.73% 28
2026
Q1 		$1.32M Buy
6,157
+3,461
+128% +$762K 0.67% 29
2025
Q4 		$611K Hold
2,696
– – 0.34% 42
2025
Q3 		$583K Hold
2,696
– – 0.34% 39
2025
Q2 		$600K Buy
2,696
+376
+16% +$74.4K 0.36% 38
2025
Q1 		$441K Sell
2,320
-2,690
-54% -$584K 0.29% 45
2024
Q4 		$1.1M Buy
+5,010
New +$1.02M 0.75% 23

Other funds holding AMZN

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 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
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
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Holos Integrated Wealth's AMZN Position: Q3 2026 in Review

Holos Integrated Wealth increased its Amazon (AMZN) stake by 5.7% in Q3 2026, buying an estimated $91.5K and bringing the position to 6,712 shares worth $1.76M. The position accounts for 0.79% of the portfolio, ranked #25.

Holos Integrated Wealth first reported a position in AMZN in Q4 2024 and has held it in 8 quarters since. 2,005 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Holos Integrated Wealth held 6,712 shares of Amazon worth $1.76M as of Q3 2026.
  • Holos Integrated Wealth bought 360 Amazon shares in Q3 2026, an estimated $91.5K.
  • Amazon made up 0.79% of Holos Integrated Wealth's portfolio in Q3 2026, its #25 holding.
  • Holos Integrated Wealth first reported a position in Amazon in Q4 2024 and has held it in 8 quarters since.
  • 2,005 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.