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Ridgeline Wealth’s Amazon AMZN Stock Holding History

Ridgeline Wealth’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 Hold
1,230
– – 0.18% 45
2026
Q2 		$293K Hold
1,230
– – 0.17% 49
2026
Q1 		$256K Buy
1,230
+6
+0.5% +$1.32K 0.18% 43
2025
Q4 		$282K Buy
1,224
+74
+6% +$16.9K 0.2% 40
2025
Q3 		$252K Buy
1,150
+68
+6% +$15.4K 0.19% 42
2025
Q2 		$237K Hold
1,082
– – 0.19% 42
2025
Q1 		$206K Hold
1,082
– – 0.17% 54
2024
Q4 		$237K Buy
+1,082
New +$221K 0.19% 51

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

Ridgeline Wealth's AMZN Position: Q3 2026 in Review

Ridgeline Wealth held its Amazon (AMZN) position steady in Q3 2026 at 1,230 shares worth $318K. The position accounts for 0.18% of the portfolio, ranked #45.

Ridgeline Wealth first reported a position in AMZN in Q4 2024 and has held it in 8 quarters since. 770 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Ridgeline Wealth held 1,230 shares of Amazon worth $318K as of Q3 2026.
  • Ridgeline Wealth left its Amazon share count unchanged in Q3 2026.
  • Amazon made up 0.18% of Ridgeline Wealth's portfolio in Q3 2026, its #45 holding.
  • Ridgeline Wealth first reported a position in Amazon in Q4 2024 and has held it in 8 quarters since.
  • 770 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Ridgeline Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.