Kellett Wealth Advisors
AMZN icon

Kellett Wealth Advisors’s Amazon AMZN Stock Holding History

Kellett 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 		$2.31M Sell
9,253
-157
-2% -$39.9K 0.84% 23
2026
Q2 		$2.24M Buy
9,410
+143
+2% +$35.9K 1.04% 17
2026
Q1 		$1.93M Buy
9,267
+277
+3% +$61K 1.05% 17
2025
Q4 		$2.08M Buy
8,990
+510
+6% +$117K 1.19% 16
2025
Q3 		$1.86M Buy
8,480
+180
+2% +$40.7K 1.12% 17
2025
Q2 		$1.82M Sell
8,300
-910
-10% -$180K 1.19% 17
2025
Q1 		$1.75M Buy
9,210
+1,746
+23% +$379K 1.21% 17
2024
Q4 		$1.64M Buy
7,464
+1,770
+31% +$362K 1.13% 18
2024
Q3 		$1.06M Sell
5,694
-240
-4% -$43.8K 0.76% 20
2024
Q2 		$1.15M Buy
5,934
+170
+3% +$31.2K 0.93% 17
2024
Q1 		$1.04M Sell
5,764
-50
-0.9% -$8.35K 0.72% 25
2023
Q4 		$883K Sell
5,814
-140
-2% -$19.6K 0.66% 27
2023
Q3 		$757K Buy
5,954
+1,070
+22% +$143K 0.65% 20
2023
Q2 		$637K Sell
4,884
-730
-13% -$83.4K 0.58% 23
2023
Q1 		$580K Buy
5,614
+330
+6% +$31.9K 0.56% 20
2022
Q4 		$444K Buy
5,284
+250
+5% +$24.7K 0.43% 25
2022
Q3 		$516K Sell
5,034
-1,366
-21% -$173K 0.63% 21
2022
Q2 		$680K Hold
6,400
– – 0.88% 15
2022
Q1 		$1.04M Sell
6,400
-1,020
-14% -$158K 0.82% 14
2021
Q4 		$1.24M Buy
+7,420
New +$1.27M 0.95% 12

Other funds holding AMZN

Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

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

Kellett Wealth Advisors reduced its Amazon (AMZN) stake by 1.7% in Q3 2026, selling an estimated $39.9K and leaving 9,253 shares worth $2.31M. The position accounts for 0.84% of the portfolio, ranked #23.

Kellett Wealth Advisors first reported a position in AMZN in Q4 2021 and has held it in 20 quarters since. 2,958 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Kellett Wealth Advisors held 9,253 shares of Amazon worth $2.31M as of Q3 2026.
  • Kellett Wealth Advisors sold 157 Amazon shares in Q3 2026, an estimated $39.9K.
  • Amazon made up 0.84% of Kellett Wealth Advisors's portfolio in Q3 2026, its #23 holding.
  • Kellett Wealth Advisors first reported a position in Amazon in Q4 2021 and has held it in 20 quarters since.
  • 2,958 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Kellett Wealth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.