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Palo Alto Wealth Advisors’s Amazon AMZN Stock Holding History

Palo Alto 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
2025
Q3 		$2.86M Buy
11,478
+1,241
+12% +$281K 0.83% 17
2025
Q2 		$2.25M Sell
10,237
-59
-0.6% -$11.7K 0.85% 18
2025
Q1 		$2.18M Sell
10,296
-4,095
-28% -$889K 0.85% 17
2024
Q4 		$3.16M Buy
14,391
+1,381
+11% +$283K 1.11% 15
2024
Q3 		$2.46M Buy
13,010
+4,545
+54% +$829K 1.02% 14
2024
Q2 		$1.64M Buy
8,465
+4
+0% +$735 1.13% 16
2024
Q1 		$1.53M Hold
8,461
– – 1.08% 15
2023
Q4 		$1.29M Sell
8,461
-345
-4% -$48.4K 0.97% 16
2023
Q3 		$1.12M Hold
8,806
– – 0.93% 16
2023
Q2 		$1.15M Buy
8,806
+60
+0.7% +$6.85K 0.92% 16
2023
Q1 		$903K Sell
8,746
-200
-2% -$19.3K 0.72% 20
2022
Q4 		$751K Buy
+8,946
New +$884K 0.64% 24

Other funds holding AMZN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Palo Alto Wealth Advisors's AMZN Position: Q3 2025 in Review

Palo Alto Wealth Advisors increased its Amazon (AMZN) stake by 12% in Q3 2025, buying an estimated $281K and bringing the position to 11,478 shares worth $2.86M. The position accounts for 0.83% of the portfolio, ranked #17.

Palo Alto Wealth Advisors first reported a position in AMZN in Q4 2022 and has held it in 12 quarters since. The position peaked at $3.16M in Q4 2024. 5,569 funds tracked by Wall St. Rank hold AMZN as of Q3 2025.

  • Palo Alto Wealth Advisors held 11,478 shares of Amazon worth $2.86M as of Q3 2025.
  • Palo Alto Wealth Advisors bought 1,241 Amazon shares in Q3 2025, an estimated $281K.
  • Amazon made up 0.83% of Palo Alto Wealth Advisors's portfolio in Q3 2025, its #17 holding.
  • Palo Alto Wealth Advisors first reported a position in Amazon in Q4 2022 and has held it in 12 quarters since.
  • Palo Alto Wealth Advisors's Amazon position peaked at $3.16M in Q4 2024.
  • 5,569 funds tracked by Wall St. Rank held Amazon as of Q3 2025.

Based on Palo Alto Wealth Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.