Refined Wealth Management
AMZN icon

Refined Wealth Management’s Amazon AMZN Stock Holding History

Refined Wealth Management’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 		$727K Hold
2,918
– – 0.41% 27
2026
Q2 		$695K Sell
2,918
-10
-0.3% -$2.51K 0.42% 27
2026
Q1 		$610K Sell
2,928
-2,204
-43% -$485K 0.38% 27
2025
Q4 		$1.18M Buy
5,132
+839
+20% +$192K 0.8% 21
2025
Q3 		$943K Buy
4,293
+10
+0.2% +$2.26K 0.61% 19
2025
Q2 		$940K Sell
4,283
-253
-6% -$50.1K 0.65% 18
2025
Q1 		$863K Sell
4,536
-293
-6% -$63.6K 0.71% 19
2024
Q4 		$1.06M Hold
4,829
– – 0.81% 17
2024
Q3 		$900K Sell
4,829
-192
-4% -$35K 0.69% 17
2024
Q2 		$970K Sell
5,021
-54
-1% -$9.9K 0.75% 17
2024
Q1 		$915K Sell
5,075
-260
-5% -$43.4K 0.64% 20
2023
Q4 		$811K Buy
5,335
+121
+2% +$17K 0.63% 19
2023
Q3 		$663K Sell
5,214
-47,419
-90% -$6.35M 0.6% 19
2023
Q2 		$6.86M Buy
52,633
+409
+0.8% +$46.7K 5.66% 8
2023
Q1 		$5.39M Buy
52,224
+1,385
+3% +$134K 4.76% 9
2022
Q4 		$4.27M Buy
50,839
+3,200
+7% +$316K 3.74% 10
2022
Q3 		$5.38M Buy
47,639
+718
+2% +$90.8K 4.86% 9
2022
Q2 		$4.98M Buy
46,921
+10,381
+28% +$1.3M 4.46% 10
2022
Q1 		$5.96M Buy
36,540
+2,520
+7% +$389K 5.03% 10
2021
Q4 		$5.67M Buy
34,020
+860
+3% +$147K 4.4% 8
2021
Q3 		$5.45M Buy
33,160
+2,160
+7% +$373K 4.41% 8
2021
Q2 		$5.33M Buy
+31,000
New +$5.15M 4.48% 8

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

Refined Wealth Management's AMZN Position: Q3 2026 in Review

Refined Wealth Management held its Amazon (AMZN) position steady in Q3 2026 at 2,918 shares worth $727K. The position accounts for 0.41% of the portfolio, ranked #27.

Refined Wealth Management first reported a position in AMZN in Q2 2021 and has held it in 22 quarters since. The position peaked at $6.86M in Q2 2023. 2,005 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Refined Wealth Management held 2,918 shares of Amazon worth $727K as of Q3 2026.
  • Refined Wealth Management left its Amazon share count unchanged in Q3 2026.
  • Amazon made up 0.41% of Refined Wealth Management's portfolio in Q3 2026, its #27 holding.
  • Refined Wealth Management first reported a position in Amazon in Q2 2021 and has held it in 22 quarters since.
  • Refined Wealth Management's Amazon position peaked at $6.86M in Q2 2023.
  • 2,005 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Refined Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.