Optivise Advisory Services
AMZN icon

Optivise Advisory Services’s Amazon AMZN Stock Holding History

Optivise Advisory Services’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 		$1.31M Sell
5,253
-152
-3% -$38.6K 0.64% 40
2026
Q2 		$1.29M Buy
5,405
+136
+3% +$34.1K 0.65% 41
2026
Q1 		$1.1M Sell
5,269
-229
-4% -$50.4K 0.66% 40
2025
Q4 		$1.27M Buy
5,498
+159
+3% +$36.4K 0.73% 39
2025
Q3 		$1.17M Buy
5,339
+706
+15% +$160K 0.7% 42
2025
Q2 		$1.02M Buy
4,633
+646
+16% +$128K 0.52% 52
2025
Q1 		$759K Sell
3,987
-563
-12% -$122K 0.43% 61
2024
Q4 		$1.01M Buy
4,550
+1,064
+31% +$218K 0.54% 50
2024
Q3 		$649K Sell
3,486
-403
-10% -$73.5K 0.34% 64
2024
Q2 		$752K Buy
+3,889
New +$714K 0.41% 63

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

Optivise Advisory Services's AMZN Position: Q3 2026 in Review

Optivise Advisory Services reduced its Amazon (AMZN) stake by 2.8% in Q3 2026, selling an estimated $38.6K and leaving 5,253 shares worth $1.31M. The position accounts for 0.64% of the portfolio, ranked #40.

Optivise Advisory Services first reported a position in AMZN in Q2 2024 and has held it in 10 quarters since. 2,155 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Optivise Advisory Services held 5,253 shares of Amazon worth $1.31M as of Q3 2026.
  • Optivise Advisory Services sold 152 Amazon shares in Q3 2026, an estimated $38.6K.
  • Amazon made up 0.64% of Optivise Advisory Services's portfolio in Q3 2026, its #40 holding.
  • Optivise Advisory Services first reported a position in Amazon in Q2 2024 and has held it in 10 quarters since.
  • 2,155 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.