IVC Wealth Advisors
AMZN icon

IVC Wealth Advisors’s Amazon AMZN Stock Holding History

IVC 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 		$1.2M Buy
4,800
+38
+0.8% +$9.7K 0.48% 38
2026
Q2 		$1.13M Buy
4,762
+78
+2% +$19.6K 0.44% 45
2026
Q1 		$976K Buy
4,684
+304
+7% +$66.9K 0.42% 46
2025
Q4 		$1.01M Buy
4,380
+170
+4% +$38.9K 0.44% 44
2025
Q3 		$924K Buy
4,210
+400
+10% +$90.5K 0.41% 46
2025
Q2 		$836K Buy
3,810
+534
+16% +$106K 0.41% 50
2025
Q1 		$623K Buy
3,276
+47
+1% +$10.2K 0.34% 63
2024
Q4 		$708K Sell
3,229
-960
-23% -$196K 0.4% 53
2024
Q3 		$781K Sell
4,189
-659
-14% -$120K 0.43% 53
2024
Q2 		$937K Buy
4,848
+126
+3% +$23.1K 0.52% 47
2024
Q1 		$852K Buy
4,722
+243
+5% +$40.6K 0.49% 54
2023
Q4 		$681K Buy
4,479
+151
+3% +$21.2K 0.42% 58
2023
Q3 		$550K Sell
4,328
-5
-0.1% -$670 0.37% 71
2023
Q2 		$565K Sell
4,333
-20
-0.5% -$2.28K 0.36% 72
2023
Q1 		$450K Buy
4,353
+3
+0.1% +$290 0.32% 76
2022
Q4 		$365K Buy
4,350
+324
+8% +$32K 0.27% 89
2022
Q3 		$455K Buy
4,026
+221
+6% +$27.9K 0.37% 67
2022
Q2 		$404K Buy
3,805
+605
+19% +$75.7K 0.31% 79
2022
Q1 		$522K Buy
3,200
+420
+15% +$64.9K 0.34% 69
2021
Q4 		$463K Buy
2,780
+60
+2% +$10.3K 0.3% 87
2021
Q3 		$447K Sell
2,720
-100
-4% -$17.2K 0.31% 83
2021
Q2 		$485K Buy
2,820
+140
+5% +$23.3K 0.34% 78
2021
Q1 		$415K Sell
2,680
-220
-8% -$34.9K 0.33% 84
2020
Q4 		$472K Buy
+2,900
New +$463K 0.45% 63

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

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

IVC Wealth Advisors increased its Amazon (AMZN) stake by 0.8% in Q3 2026, buying an estimated $9.7K and bringing the position to 4,800 shares worth $1.2M. The position accounts for 0.48% of the portfolio, ranked #38.

IVC Wealth Advisors first reported a position in AMZN in Q4 2020 and has held it in 24 quarters since. 2,165 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • IVC Wealth Advisors held 4,800 shares of Amazon worth $1.2M as of Q3 2026.
  • IVC Wealth Advisors bought 38 Amazon shares in Q3 2026, an estimated $9.7K.
  • Amazon made up 0.48% of IVC Wealth Advisors's portfolio in Q3 2026, its #38 holding.
  • IVC Wealth Advisors first reported a position in Amazon in Q4 2020 and has held it in 24 quarters since.
  • 2,165 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

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