Rise Advisors
AMZN icon

Rise Advisors’s Amazon AMZN Stock Holding History

Rise 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 		$2.99M Buy
11,989
+319
+3% +$81K 0.84% 17
2026
Q2 		$2.78M Buy
11,670
+331
+3% +$83.1K 0.78% 18
2026
Q1 		$2.39M Sell
11,339
-76
-0.7% -$16.7K 0.84% 18
2025
Q4 		$2.63M Sell
11,415
-265
-2% -$60.6K 0.94% 17
2025
Q3 		$2.56M Buy
11,680
+915
+8% +$207K 0.92% 16
2025
Q2 		$2.36M Sell
10,765
-155
-1% -$30.7K 0.94% 15
2025
Q1 		$2.08M Buy
10,920
+1,384
+15% +$300K 0.92% 15
2024
Q4 		$2.09M Buy
9,536
+2
+0% +$409 1.01% 13
2024
Q3 		$1.78M Sell
9,534
-295
-3% -$53.8K 0.85% 14
2024
Q2 		$1.9M Sell
9,829
-95
-1% -$17.5K 1.01% 13
2024
Q1 		$1.79M Buy
9,924
+4,467
+82% +$746K 0.95% 13
2023
Q4 		$829K Buy
5,457
+1,277
+31% +$179K 0.58% 18
2023
Q3 		$531K Buy
4,180
+488
+13% +$65.4K 0.42% 20
2023
Q2 		$481K Sell
3,692
-28
-0.8% -$3.2K 0.37% 33
2023
Q1 		$384K Sell
3,720
-22
-0.6% -$2.13K 0.29% 38
2022
Q4 		$314K Buy
3,742
+19
+0.5% +$1.88K 0.25% 46
2022
Q3 		$421K Buy
3,723
+8
+0.2% +$1.01K 0.35% 33
2022
Q2 		$395K Buy
3,715
+155
+4% +$19.4K 0.4% 37
2022
Q1 		$580K Buy
3,560
+100
+3% +$15.5K 0.52% 29
2021
Q4 		$577K Buy
+3,460
New +$592K 0.55% 30

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

Rise Advisors's AMZN Position: Q3 2026 in Review

Rise Advisors increased its Amazon (AMZN) stake by 2.7% in Q3 2026, buying an estimated $81K and bringing the position to 11,989 shares worth $2.99M. The position accounts for 0.84% of the portfolio, ranked #17.

Rise Advisors first reported a position in AMZN in Q4 2021 and has held it in 20 quarters since. 2,005 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Rise Advisors held 11,989 shares of Amazon worth $2.99M as of Q3 2026.
  • Rise Advisors bought 319 Amazon shares in Q3 2026, an estimated $81K.
  • Amazon made up 0.84% of Rise Advisors's portfolio in Q3 2026, its #17 holding.
  • Rise Advisors first reported a position in Amazon in Q4 2021 and has held it in 20 quarters since.
  • 2,005 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Rise Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.