Omni 360 Wealth
AMZN icon

Omni 360 Wealth’s Amazon AMZN Stock Holding History

Omni 360 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 		$417K Buy
1,675
+478
+40% +$121K 0.19% 97
2026
Q2 		$285K Buy
1,197
+10
+0.8% +$2.51K 0.13% 112
2026
Q1 		$247K Sell
1,187
-78
-6% -$17.2K 0.13% 113
2025
Q4 		$299K Sell
1,265
-119
-9% -$27.2K 0.15% 105
2025
Q3 		$304K Sell
1,384
-232
-14% -$52.5K 0.17% 99
2025
Q2 		$355K Buy
1,616
+26
+2% +$5.14K 0.22% 84
2025
Q1 		$302K Sell
1,590
-144
-8% -$31.2K 0.2% 83
2024
Q4 		$380K Sell
1,734
-2,273
-57% -$465K 0.25% 76
2024
Q3 		$747K Buy
4,007
+1,322
+49% +$241K 0.51% 49
2024
Q2 		$519K Buy
2,685
+166
+7% +$30.5K 0.39% 61
2024
Q1 		$454K Sell
2,519
-309
-11% -$51.6K 0.38% 63
2023
Q4 		$430K Buy
+2,828
New +$396K 0.4% 61

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

Omni 360 Wealth's AMZN Position: Q3 2026 in Review

Omni 360 Wealth increased its Amazon (AMZN) stake by 40% in Q3 2026, buying an estimated $121K and bringing the position to 1,675 shares worth $417K. The position accounts for 0.19% of the portfolio, ranked #97.

Omni 360 Wealth first reported a position in AMZN in Q4 2023 and has held it in 12 quarters since. The position peaked at $747K in Q3 2024. 1,835 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Omni 360 Wealth held 1,675 shares of Amazon worth $417K as of Q3 2026.
  • Omni 360 Wealth bought 478 Amazon shares in Q3 2026, an estimated $121K.
  • Amazon made up 0.19% of Omni 360 Wealth's portfolio in Q3 2026, its #97 holding.
  • Omni 360 Wealth first reported a position in Amazon in Q4 2023 and has held it in 12 quarters since.
  • Omni 360 Wealth's Amazon position peaked at $747K in Q3 2024.
  • 1,835 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Omni 360 Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.