OWA
AMZN icon

Opal Wealth Advisors’s Amazon AMZN Stock Holding History

Opal 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 		$4.11M Buy
16,499
+655
+4% +$166K 0.86% 19
2026
Q2 		$3.78M Buy
15,844
+726
+5% +$182K 0.82% 17
2026
Q1 		$3.15M Buy
15,118
+227
+2% +$50K 0.71% 18
2025
Q4 		$3.44M Buy
14,891
+2,086
+16% +$477K 0.9% 18
2025
Q3 		$2.81M Sell
12,805
-356
-3% -$80.6K 0.78% 19
2025
Q2 		$2.89M Buy
13,161
+2,088
+19% +$413K 0.8% 16
2025
Q1 		$2.11M Buy
11,073
+168
+2% +$36.5K 0.65% 21
2024
Q4 		$2.39M Sell
10,905
-392
-3% -$80.2K 0.72% 24
2024
Q3 		$2.1M Buy
11,297
+561
+5% +$102K 0.66% 26
2024
Q2 		$2.07M Sell
10,736
-39
-0.4% -$7.16K 0.67% 24
2024
Q1 		$1.94M Sell
10,775
-346
-3% -$57.8K 0.66% 26
2023
Q4 		$1.69M Buy
11,121
+110
+1% +$15.4K 0.67% 26
2023
Q3 		$1.4M Buy
11,011
+15
+0.1% +$2.01K 0.82% 18
2023
Q2 		$1.43M Sell
10,996
-482
-4% -$55K 0.72% 17
2023
Q1 		$1.19M Buy
11,478
+1,778
+18% +$172K 0.69% 16
2022
Q4 		$815K Sell
9,700
-209
-2% -$20.6K 0.45% 34
2022
Q3 		$1.12M Sell
9,909
-123
-1% -$15.5K 0.82% 17
2022
Q2 		$1.06M Buy
10,032
+712
+8% +$89.1K 0.7% 21
2022
Q1 		$1.52M Sell
9,320
-360
-4% -$55.6K 1.32% 12
2021
Q4 		$1.61M Buy
9,680
+2,920
+43% +$500K 1.02% 18
2021
Q3 		$1.11M Sell
6,760
-4,340
-39% -$749K 1.07% 16
2021
Q2 		$1.91M Buy
11,100
+3,360
+43% +$558K 1.78% 8
2021
Q1 		$1.2M Buy
7,740
+860
+13% +$136K 1.3% 8
2020
Q4 		$1.12M Buy
+6,880
New +$1.1M 1.4% 9

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
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
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

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

Opal Wealth Advisors increased its Amazon (AMZN) stake by 4.1% in Q3 2026, buying an estimated $166K and bringing the position to 16,499 shares worth $4.11M. The position accounts for 0.86% of the portfolio, ranked #19.

Opal Wealth Advisors first reported a position in AMZN in Q4 2020 and has held it in 24 quarters since. 1,319 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Opal Wealth Advisors held 16,499 shares of Amazon worth $4.11M as of Q3 2026.
  • Opal Wealth Advisors bought 655 Amazon shares in Q3 2026, an estimated $166K.
  • Amazon made up 0.86% of Opal Wealth Advisors's portfolio in Q3 2026, its #19 holding.
  • Opal Wealth Advisors first reported a position in Amazon in Q4 2020 and has held it in 24 quarters since.
  • 1,319 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Opal Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.