Koa Wealth Management
AMZN icon

Koa Wealth Management’s Amazon AMZN Stock Holding History

Koa Wealth Management’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 		$4.76M Buy
19,117
+779
+4% +$198K 3.08% 8
2026
Q2 		$4.37M Sell
18,338
-220
-1% -$55.2K 2.97% 7
2026
Q1 		$3.87M Buy
18,558
+1,604
+9% +$353K 2.79% 8
2025
Q4 		$3.91M Buy
16,954
+214
+1% +$49K 2.69% 9
2025
Q3 		$3.68M Sell
16,740
-540
-3% -$122K 2.73% 9
2025
Q2 		$3.79M Buy
17,280
+32
+0.2% +$6.33K 3.01% 8
2025
Q1 		$3.28M Sell
17,248
-229
-1% -$49.7K 2.65% 10
2024
Q4 		$3.83M Sell
17,477
-584
-3% -$119K 3.13% 7
2024
Q3 		$3.37M Buy
18,061
+1,009
+6% +$184K 2.6% 10
2024
Q2 		$3.3M Sell
17,052
-200
-1% -$36.7K 2.78% 9
2024
Q1 		$3.11M Sell
17,252
-110
-0.6% -$18.4K 2.81% 10
2023
Q4 		$2.64M Buy
+17,362
New +$2.43M 2.6% 9

Other funds holding AMZN

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
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
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Koa Wealth Management's AMZN Position: Q3 2026 in Review

Koa Wealth Management increased its Amazon (AMZN) stake by 4.2% in Q3 2026, buying an estimated $198K and bringing the position to 19,117 shares worth $4.76M. The position accounts for 3.08% of the portfolio, ranked #8.

Koa Wealth Management first reported a position in AMZN in Q4 2023 and has held it in 12 quarters since. 2,757 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Koa Wealth Management held 19,117 shares of Amazon worth $4.76M as of Q3 2026.
  • Koa Wealth Management bought 779 Amazon shares in Q3 2026, an estimated $198K.
  • Amazon made up 3.08% of Koa Wealth Management's portfolio in Q3 2026, its #8 holding.
  • Koa Wealth Management first reported a position in Amazon in Q4 2023 and has held it in 12 quarters since.
  • 2,757 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Koa Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.