Plan Group Financial’s Amazon AMZN Stock Holding History

Plan Group Financial’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	$1.09M	Buy	4,136 +1,032	+33%	+$262K	0.21%	85
2026 Q2	$740K	Sell	3,104 -976	-24%	-$245K	0.15%	106
2026 Q1	$850K	Sell	4,080 -1,905	-32%	-$419K	0.2%	100
2025 Q4	$1.38M	Sell	5,985 -1,093	-15%	-$250K	0.36%	76
2025 Q3	$1.55M	Sell	7,078 -98	-1%	-$22.2K	0.42%	72
2025 Q2	$1.57M	Buy	7,176 +2,528	+54%	+$500K	0.52%	66
2025 Q1	$884K	Buy	4,648 +3,289	+242%	+$714K	0.32%	72
2024 Q4	$298K	Sell	1,359 -99	-7%	-$20.3K	0.16%	90
2024 Q3	$272K	Sell	1,458 -4,112	-74%	-$750K	0.14%	95
2024 Q2	$1.08M	Sell	5,570 -73	-1%	-$13.4K	0.66%	28
2024 Q1	$1.02M	Buy	5,643 +13	+0.2%	+$2.17K	0.67%	33
2023 Q4	$855K	Sell	5,630 -57	-1%	-$7.99K	0.75%	27
2023 Q3	$723K	Sell	5,687 -50	-0.9%	-$6.7K	0.52%	32
2023 Q2	$801K	Buy	+5,737	New	+$655K	0.67%	28

Other funds holding AMZN

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Plan Group Financial's AMZN Position: Q3 2026 in Review

Plan Group Financial increased its Amazon (AMZN) stake by 33% in Q3 2026, buying an estimated $262K and bringing the position to 4,136 shares worth $1.09M. The position accounts for 0.21% of the portfolio, ranked #85.

Plan Group Financial first reported a position in AMZN in Q2 2023 and has held it in 14 quarters since. The position peaked at $1.57M in Q2 2025. 2,056 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

Plan Group Financial held 4,136 shares of Amazon worth $1.09M as of Q3 2026.
Plan Group Financial bought 1,032 Amazon shares in Q3 2026, an estimated $262K.
Amazon made up 0.21% of Plan Group Financial's portfolio in Q3 2026, its #85 holding.
Plan Group Financial first reported a position in Amazon in Q2 2023 and has held it in 14 quarters since.
Plan Group Financial's Amazon position peaked at $1.57M in Q2 2025.
2,056 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.