Sage Private Wealth Group
AMZN icon

Sage Private Wealth Group’s Amazon AMZN Stock Holding History

Sage Private Wealth Group’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 		$3.1M Buy
12,461
+3,451
+38% +$877K 1.04% 21
2026
Q2 		$2.15M Buy
9,010
+354
+4% +$88.9K 0.97% 12
2026
Q1 		$1.8M Buy
8,656
+2,624
+44% +$578K 0.91% 12
2025
Q4 		$1.39M Buy
6,032
+54
+0.9% +$12.4K 0.75% 14
2025
Q3 		$1.31M Buy
5,978
+239
+4% +$54.1K 0.73% 15
2025
Q2 		$1.26M Buy
5,739
+453
+9% +$89.6K 0.81% 13
2025
Q1 		$1.01M Buy
5,286
+125
+2% +$27.1K 0.76% 12
2024
Q4 		$1.13M Sell
5,161
-58
-1% -$11.9K 0.85% 13
2024
Q3 		$972K Buy
5,219
+53
+1% +$9.7K 0.77% 11
2024
Q2 		$998K Sell
5,166
-129
-2% -$23.7K 0.84% 10
2024
Q1 		$955K Buy
5,295
+2,339
+79% +$390K 0.77% 15
2023
Q4 		$449K Buy
2,956
+1,371
+86% +$192K 0.4% 29
2023
Q3 		$201K Buy
+1,585
New +$212K 0.28% 47
2022
Q4 		– Sell
-3,567
Closed -$403K – 55
2022
Q3 		$403K Buy
3,567
+107
+3% +$13.5K 0.53% 15
2022
Q2 		$367K Sell
3,460
-200
-5% -$25K 0.53% 20
2022
Q1 		$597K Sell
3,660
-1,140
-24% -$176K 0.58% 12
2021
Q4 		$800K Buy
4,800
+80
+2% +$13.7K 1% 8
2021
Q3 		$775K Sell
4,720
-60
-1% -$10.4K 1.07% 6
2021
Q2 		$822K Sell
4,780
-20
-0.4% -$3.32K 1.11% 6
2021
Q1 		$743K Buy
4,800
+200
+4% +$31.7K 1.28% 4
2020
Q4 		$749K Buy
+4,600
New +$734K 2.09% 3

Other funds holding AMZN

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Sage Private Wealth Group's AMZN Position: Q3 2026 in Review

Sage Private Wealth Group increased its Amazon (AMZN) stake by 38% in Q3 2026, buying an estimated $877K and bringing the position to 12,461 shares worth $3.1M. The position accounts for 1.04% of the portfolio, ranked #21.

Sage Private Wealth Group first reported a position in AMZN in Q4 2020 and has held it in 21 quarters since. 3,702 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Sage Private Wealth Group held 12,461 shares of Amazon worth $3.1M as of Q3 2026.
  • Sage Private Wealth Group bought 3,451 Amazon shares in Q3 2026, an estimated $877K.
  • Amazon made up 1.04% of Sage Private Wealth Group's portfolio in Q3 2026, its #21 holding.
  • Sage Private Wealth Group first reported a position in Amazon in Q4 2020 and has held it in 21 quarters since.
  • 3,702 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Sage Private Wealth Group's 13F filing for Q3 2026, filed 21 Oct 2026.