ORBA Wealth Advisors
AMZN icon

ORBA Wealth Advisors’s Amazon AMZN Stock Holding History

ORBA 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 		$817K Buy
3,278
+53
+2% +$13.5K 0.7% 39
2026
Q2 		$769K Buy
+3,225
New +$810K 0.66% 40
2026
Q1 		– Sell
-901
Closed -$208K – 66
2025
Q4 		$208K Sell
901
-3,581
-80% -$819K 0.18% 77
2025
Q3 		$984K Hold
4,482
– – 0.81% 33
2025
Q2 		$983K Sell
4,482
-6,400
-59% -$1.27M 0.9% 31
2025
Q1 		$2.07M Sell
10,882
-240
-2% -$52.1K 1.04% 30
2024
Q4 		$2.44M Buy
11,122
+255
+2% +$52.2K 1.28% 28
2024
Q3 		$2.02M Buy
10,867
+220
+2% +$40.1K 1.02% 31
2024
Q2 		$2.06M Buy
10,647
+898
+9% +$165K 1.06% 28
2024
Q1 		$1.76M Buy
9,749
+60
+0.6% +$10K 0.97% 29
2023
Q4 		$1.47M Buy
+9,689
New +$1.36M 0.88% 32

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

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

ORBA Wealth Advisors increased its Amazon (AMZN) stake by 1.6% in Q3 2026, buying an estimated $13.5K and bringing the position to 3,278 shares worth $817K. The position accounts for 0.7% of the portfolio, ranked #39.

ORBA Wealth Advisors first reported a position in AMZN in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.44M in Q4 2024. 2,005 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • ORBA Wealth Advisors held 3,278 shares of Amazon worth $817K as of Q3 2026.
  • ORBA Wealth Advisors bought 53 Amazon shares in Q3 2026, an estimated $13.5K.
  • Amazon made up 0.7% of ORBA Wealth Advisors's portfolio in Q3 2026, its #39 holding.
  • ORBA Wealth Advisors first reported a position in Amazon in Q4 2023 and has held it in 11 quarters since.
  • ORBA Wealth Advisors's Amazon position peaked at $2.44M in Q4 2024.
  • 2,005 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on ORBA Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.