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Selective Wealth Management’s Amazon AMZN Stock Holding History

Selective Wealth Management’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 		$1.91M Buy
7,481
+1,421
+23% +$361K 0.44% 31
2026
Q2 		$1.5M Buy
6,060
+582
+11% +$146K 0.39% 36
2026
Q1 		$1.44M Sell
5,478
-211
-4% -$46.5K 0.43% 35
2025
Q4 		$1.36M Sell
5,689
-44
-0.8% -$10.1K 0.42% 33
2025
Q3 		$1.27M Buy
5,733
+772
+16% +$175K 0.41% 32
2025
Q2 		$1.1M Buy
4,961
+423
+9% +$83.7K 0.4% 33
2025
Q1 		$839K Sell
4,538
-281
-6% -$61K 0.37% 41
2024
Q4 		$1.05M Sell
4,819
-121
-2% -$24.8K 0.43% 36
2024
Q3 		$903K Sell
4,940
-186
-4% -$33.9K 0.37% 40
2024
Q2 		$1.02M Sell
5,126
-128
-2% -$23.5K 0.45% 33
2024
Q1 		$977K Hold
5,254
– – 0.42% 36
2023
Q4 		$760K Buy
5,254
+167
+3% +$23.4K 0.38% 36
2023
Q3 		$646K Sell
5,087
-817
-14% -$109K 0.35% 36
2023
Q2 		$751K Buy
+5,904
New +$674K 0.37% 36
2022
Q4 		$524K Sell
5,387
-1,053
-16% -$104K 0.28% 49
2022
Q3 		$728K Hold
6,440
– – 0.31% 45
2022
Q2 		$684K Buy
6,440
+860
+15% +$108K 0.24% 60
2022
Q1 		$910K Sell
5,580
-960
-15% -$148K 0.33% 41
2021
Q4 		$1.09M Sell
6,540
-60
-0.9% -$10.3K 0.44% 33
2021
Q3 		$1.08M Buy
6,600
+2,640
+67% +$455K 0.57% 30
2021
Q2 		$681K Buy
3,960
+3,200
+421% +$532K 0.54% 29
2021
Q1 		$118K Hold
760
– – 0.11% 70
2020
Q4 		$124K Buy
760
+120
+19% +$19.1K 0.08% 69
2020
Q3 		$101K Sell
640
-420
-40% -$66.2K 0.08% 76
2020
Q2 		$146K Hold
1,060
– – 0.12% 60
2020
Q1 		$103K Hold
1,060
– – 0.16% 42
2019
Q4 		$98K Sell
1,060
-60
-5% -$5.31K 0.12% 49
2019
Q3 		$97K Buy
+1,120
New +$104K 0.13% 52
2018
Q3 		$20K Buy
+200
New +$18.8K 0.24% 56

Other funds holding AMZN

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 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
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Selective Wealth Management's AMZN Position: Q3 2026 in Review

Selective Wealth Management increased its Amazon (AMZN) stake by 23% in Q3 2026, buying an estimated $361K and bringing the position to 7,481 shares worth $1.91M. The position accounts for 0.44% of the portfolio, ranked #31.

Selective Wealth Management first reported a position in AMZN in Q3 2018 and has held it in 29 quarters since. 1,385 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Selective Wealth Management held 7,481 shares of Amazon worth $1.91M as of Q3 2026.
  • Selective Wealth Management bought 1,421 Amazon shares in Q3 2026, an estimated $361K.
  • Amazon made up 0.44% of Selective Wealth Management's portfolio in Q3 2026, its #31 holding.
  • Selective Wealth Management first reported a position in Amazon in Q3 2018 and has held it in 29 quarters since.
  • 1,385 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Selective Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.