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AMZN icon

Prosperity Planning’s Amazon AMZN Stock Holding History

Prosperity Planning’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 		$318K Buy
1,275
+252
+25% +$64K 0.07% 99
2026
Q2 		$244K Buy
1,023
+20
+2% +$5.02K 0.06% 106
2026
Q1 		$209K Buy
+1,003
New +$221K 0.05% 106

Other funds holding AMZN

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Prosperity Planning's AMZN Position: Q3 2026 in Review

Prosperity Planning increased its Amazon (AMZN) stake by 25% in Q3 2026, buying an estimated $64K and bringing the position to 1,275 shares worth $318K. The position accounts for 0.07% of the portfolio, ranked #99.

Prosperity Planning first reported a position in AMZN in Q1 2026 and has held it in 3 quarters since. 783 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Prosperity Planning held 1,275 shares of Amazon worth $318K as of Q3 2026.
  • Prosperity Planning bought 252 Amazon shares in Q3 2026, an estimated $64K.
  • Amazon made up 0.07% of Prosperity Planning's portfolio in Q3 2026, its #99 holding.
  • Prosperity Planning first reported a position in Amazon in Q1 2026 and has held it in 3 quarters since.
  • 783 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Prosperity Planning's 13F filing for Q3 2026, filed 9 Oct 2026.