Schneider Downs Wealth Management Advisors
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Schneider Downs Wealth Management Advisors’s Amazon AMZN Stock Holding History

Schneider Downs Wealth Management 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 		$3.12M Buy
12,541
+1,692
+16% +$430K 0.29% 40
2026
Q2 		$2.59M Buy
10,849
+986
+10% +$247K 0.24% 46
2026
Q1 		$2.05M Buy
9,863
+120
+1% +$26.4K 0.23% 50
2025
Q4 		$2.25M Buy
9,743
+2,955
+44% +$676K 0.25% 48
2025
Q3 		$1.49M Buy
6,788
+1,195
+21% +$270K 0.18% 53
2025
Q2 		$1.23M Sell
5,593
-719
-11% -$142K 0.18% 57
2025
Q1 		$1.2M Buy
6,312
+419
+7% +$90.9K 0.22% 51
2024
Q4 		$1.29M Sell
5,893
-134
-2% -$27.4K 0.24% 51
2024
Q3 		$1.12M Buy
6,027
+2,026
+51% +$370K 0.23% 50
2024
Q2 		$773K Sell
4,001
-294
-7% -$54K 0.17% 57
2024
Q1 		$775K Buy
4,295
+1,086
+34% +$181K 0.18% 56
2023
Q4 		$488K Sell
3,209
-240
-7% -$33.6K 0.13% 69
2023
Q3 		$438K Buy
3,449
+618
+22% +$82.8K 0.1% 63
2023
Q2 		$369K Hold
2,831
– – 0.08% 77
2023
Q1 		$292K Sell
2,831
-920
-25% -$88.9K 0.06% 89
2022
Q4 		$315K Sell
3,751
-2,316
-38% -$229K 0.07% 87
2022
Q3 		$686K Sell
6,067
-1,661
-21% -$210K 0.2% 44
2022
Q2 		$821K Buy
7,728
+348
+5% +$43.5K 0.23% 44
2022
Q1 		$1.2M Buy
7,380
+1,200
+19% +$185K 0.31% 36
2021
Q4 		$1.03M Buy
6,180
+100
+2% +$17.1K 0.25% 44
2021
Q3 		$999K Buy
6,080
+1,020
+20% +$176K 0.26% 45
2021
Q2 		$870K Buy
5,060
+380
+8% +$63.2K 0.23% 44
2021
Q1 		$724K Buy
4,680
+1,740
+59% +$276K 0.18% 50
2020
Q4 		$479K Sell
2,940
-1,000
-25% -$160K 0.13% 47
2020
Q3 		$620K Buy
3,940
+900
+30% +$142K 0.21% 40
2020
Q2 		$419K Buy
3,040
+360
+13% +$43.5K 0.14% 49
2020
Q1 		$261K Buy
+2,680
New +$259K 0.1% 68

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

Schneider Downs Wealth Management Advisors's AMZN Position: Q3 2026 in Review

Schneider Downs Wealth Management Advisors increased its Amazon (AMZN) stake by 16% in Q3 2026, buying an estimated $430K and bringing the position to 12,541 shares worth $3.12M. The position accounts for 0.29% of the portfolio, ranked #40.

Schneider Downs Wealth Management Advisors first reported a position in AMZN in Q1 2020 and has held it in 27 quarters since. 3,702 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Schneider Downs Wealth Management Advisors held 12,541 shares of Amazon worth $3.12M as of Q3 2026.
  • Schneider Downs Wealth Management Advisors bought 1,692 Amazon shares in Q3 2026, an estimated $430K.
  • Amazon made up 0.29% of Schneider Downs Wealth Management Advisors's portfolio in Q3 2026, its #40 holding.
  • Schneider Downs Wealth Management Advisors first reported a position in Amazon in Q1 2020 and has held it in 27 quarters since.
  • 3,702 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.