IPW
AMZN icon

Intergy Private Wealth’s Amazon AMZN Stock Holding History

Intergy Private 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 		$1.88M Buy
7,562
+1,850
+32% +$470K 0.42% 36
2026
Q2 		$1.36M Buy
5,712
+573
+11% +$144K 0.31% 47
2026
Q1 		$1.07M Buy
5,139
+67
+1% +$14.8K 0.31% 46
2025
Q4 		$1.17M Buy
5,072
+14
+0.3% +$3.2K 0.35% 46
2025
Q3 		$1.11M Buy
5,058
+553
+12% +$125K 0.35% 45
2025
Q2 		$988K Buy
4,505
+640
+17% +$127K 0.34% 44
2025
Q1 		$735K Buy
3,865
+979
+34% +$212K 0.28% 50
2024
Q4 		$633K Buy
2,886
+118
+4% +$24.1K 0.24% 60
2024
Q3 		$516K Buy
2,768
+413
+18% +$75.4K 0.2% 60
2024
Q2 		$455K Buy
2,355
+235
+11% +$43.2K 0.19% 59
2024
Q1 		$382K Buy
2,120
+230
+12% +$38.4K 0.16% 65
2023
Q4 		$287K Sell
1,890
-166
-8% -$23.3K 0.12% 66
2023
Q3 		$261K Sell
2,056
-9
-0.4% -$1.21K 0.13% 64
2023
Q2 		$269K Buy
2,065
+79
+4% +$9.02K 0.13% 64
2023
Q1 		$205K Buy
+1,986
New +$192K 0.11% 67

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
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
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

Intergy Private Wealth's AMZN Position: Q3 2026 in Review

Intergy Private Wealth increased its Amazon (AMZN) stake by 32% in Q3 2026, buying an estimated $470K and bringing the position to 7,562 shares worth $1.88M. The position accounts for 0.42% of the portfolio, ranked #36.

Intergy Private Wealth first reported a position in AMZN in Q1 2023 and has held it in 15 quarters since. 1,506 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Intergy Private Wealth held 7,562 shares of Amazon worth $1.88M as of Q3 2026.
  • Intergy Private Wealth bought 1,850 Amazon shares in Q3 2026, an estimated $470K.
  • Amazon made up 0.42% of Intergy Private Wealth's portfolio in Q3 2026, its #36 holding.
  • Intergy Private Wealth first reported a position in Amazon in Q1 2023 and has held it in 15 quarters since.
  • 1,506 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Intergy Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.