Roberts Wealth Advisors
AMZN icon

Roberts Wealth Advisors’s Amazon AMZN Stock Holding History

Roberts 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 		$13.2M Sell
52,976
-932
-2% -$237K 2.96% 8
2026
Q2 		$12.8M Sell
53,908
-1,489
-3% -$374K 2.92% 9
2026
Q1 		$11.5M Buy
55,397
+5,215
+10% +$1.15M 2.93% 8
2025
Q4 		$11.6M Sell
50,182
-3,900
-7% -$892K 3.02% 7
2025
Q3 		$11.9M Sell
54,082
-1,469
-3% -$333K 3.16% 7
2025
Q2 		$12.2M Buy
55,551
+220
+0.4% +$43.5K 3.5% 6
2025
Q1 		$10.5M Sell
55,331
-949
-2% -$206K 3.25% 7
2024
Q4 		$12.6M Sell
56,280
-391
-0.7% -$80K 3.82% 7
2024
Q3 		$10.4M Buy
56,671
+1,654
+3% +$302K 3.35% 6
2024
Q2 		$11M Buy
55,017
+64
+0.1% +$11.8K 3.74% 5
2024
Q1 		$10.1M Sell
54,953
-5,908
-10% -$986K 3.77% 6
2023
Q4 		$28.3M Sell
60,861
-1,464
-2% -$205K 4.41% 6
2023
Q3 		$8.26M Sell
62,325
-81
-0.1% -$10.9K 3.63% 5
2023
Q2 		$8.14M Sell
62,406
-2,803
-4% -$320K 3.58% 6
2023
Q1 		$6.78M Buy
65,209
+920
+1% +$88.9K 3.11% 8
2022
Q4 		$5.52M Sell
64,289
-1,893
-3% -$187K 2.66% 8
2022
Q3 		$7.96M Buy
66,182
+1,483
+2% +$187K 3.92% 7
2022
Q2 		$7.48M Buy
64,699
+479
+0.7% +$59.9K 3.26% 9
2022
Q1 		$10.5M Buy
64,220
+880
+1% +$136K 4.12% 5
2021
Q4 		$10.8M Buy
63,340
+2,420
+4% +$414K 3.89% 5
2021
Q3 		$10M Buy
+60,920
New +$10.5M 3.96% 6

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

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

Roberts Wealth Advisors reduced its Amazon (AMZN) stake by 1.7% in Q3 2026, selling an estimated $237K and leaving 52,976 shares worth $13.2M. The position accounts for 2.96% of the portfolio, ranked #8.

Roberts Wealth Advisors first reported a position in AMZN in Q3 2021 and has held it in 21 quarters since. The position peaked at $28.3M in Q4 2023. 2,005 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Roberts Wealth Advisors held 52,976 shares of Amazon worth $13.2M as of Q3 2026.
  • Roberts Wealth Advisors sold 932 Amazon shares in Q3 2026, an estimated $237K.
  • Amazon made up 2.96% of Roberts Wealth Advisors's portfolio in Q3 2026, its #8 holding.
  • Roberts Wealth Advisors first reported a position in Amazon in Q3 2021 and has held it in 21 quarters since.
  • Roberts Wealth Advisors's Amazon position peaked at $28.3M in Q4 2023.
  • 2,005 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

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