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Olistico Wealth’s Amazon AMZN Stock Holding History

Olistico 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 		$6.6M Buy
26,470
+14
+0.1% +$3.56K 2.76% 9
2026
Q2 		$6.31M Hold
26,456
– – 2.7% 9
2026
Q1 		$5.51M Sell
26,456
-913
-3% -$201K 2.71% 9
2025
Q4 		$6.32M Buy
27,369
+43
+0.2% +$9.8K 3.08% 9
2025
Q3 		$6M Buy
27,326
+206
+0.8% +$46.6K 3.17% 8
2025
Q2 		$5.95M Buy
27,120
+456
+2% +$90.2K 3.3% 8
2025
Q1 		$5.07M Buy
26,664
+102
+0.4% +$22.1K 3.14% 7
2024
Q4 		$5.83M Buy
26,562
+17
+0.1% +$3.48K 3.39% 6
2024
Q3 		$4.95M Sell
26,545
-3,089
-10% -$564K 3.02% 7
2024
Q2 		$5.73M Buy
29,634
+160
+0.5% +$29.4K 3.65% 6
2024
Q1 		$5.32M Sell
29,474
-285
-1% -$47.6K 3.84% 6
2023
Q4 		$4.52M Buy
29,759
+1,240
+4% +$174K 3.53% 6
2023
Q3 		$3.63M Sell
28,519
-116
-0.4% -$15.5K 3.24% 6
2023
Q2 		$3.73M Sell
28,635
-3,278
-10% -$374K 3.19% 6
2023
Q1 		$3.3M Sell
31,913
-2,144
-6% -$207K 3.16% 6
2022
Q4 		$2.86M Buy
+34,057
New +$3.36M 3.1% 6

Other funds holding AMZN

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 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
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
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Olistico Wealth's AMZN Position: Q3 2026 in Review

Olistico Wealth increased its Amazon (AMZN) stake by 0.05% in Q3 2026, buying an estimated $3.56K and bringing the position to 26,470 shares worth $6.6M. The position accounts for 2.76% of the portfolio, ranked #9.

Olistico Wealth first reported a position in AMZN in Q4 2022 and has held it in 16 quarters since. 1,272 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Olistico Wealth held 26,470 shares of Amazon worth $6.6M as of Q3 2026.
  • Olistico Wealth bought 14 Amazon shares in Q3 2026, an estimated $3.56K.
  • Amazon made up 2.76% of Olistico Wealth's portfolio in Q3 2026, its #9 holding.
  • Olistico Wealth first reported a position in Amazon in Q4 2022 and has held it in 16 quarters since.
  • 1,272 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.