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Portus Wealth Advisors’s Amazon AMZN Stock Holding History

Portus 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 		$1.97M Sell
7,918
-71
-0.9% -$18K 1.62% 18
2026
Q2 		$1.9M Sell
7,989
-30
-0.4% -$7.53K 1.57% 20
2026
Q1 		$1.67M Sell
8,019
-727
-8% -$160K 1.57% 15
2025
Q4 		$2.02M Buy
8,746
+555
+7% +$127K 1.9% 16
2025
Q3 		$1.8M Buy
+8,191
New +$1.85M 1.79% 15

Other funds holding AMZN

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

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

Portus Wealth Advisors reduced its Amazon (AMZN) stake by 0.89% in Q3 2026, selling an estimated $18K and leaving 7,918 shares worth $1.97M. The position accounts for 1.62% of the portfolio, ranked #18.

Portus Wealth Advisors first reported a position in AMZN in Q3 2025 and has held it in 5 quarters since. The position peaked at $2.02M in Q4 2025. 493 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Portus Wealth Advisors held 7,918 shares of Amazon worth $1.97M as of Q3 2026.
  • Portus Wealth Advisors sold 71 Amazon shares in Q3 2026, an estimated $18K.
  • Amazon made up 1.62% of Portus Wealth Advisors's portfolio in Q3 2026, its #18 holding.
  • Portus Wealth Advisors first reported a position in Amazon in Q3 2025 and has held it in 5 quarters since.
  • Portus Wealth Advisors's Amazon position peaked at $2.02M in Q4 2025.
  • 493 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

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