Sendero Wealth Management
AMZN icon

Sendero Wealth Management’s Amazon AMZN Stock Holding History

Sendero 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 		$14.9M Sell
59,744
-5,796
-9% -$1.47M 1.49% 10
2026
Q2 		$15.6M Sell
65,540
-18,883
-22% -$4.74M 1.56% 9
2026
Q1 		$17.6M Sell
84,423
-9,125
-10% -$2.01M 1.94% 9
2025
Q4 		$21.6M Sell
93,548
-2,114
-2% -$484K 2.39% 8
2025
Q3 		$21M Sell
95,662
-8,845
-8% -$2M 2.46% 8
2025
Q2 		$22.9M Buy
104,507
+955
+0.9% +$189K 2.86% 7
2025
Q1 		$19.7M Buy
103,552
+12,445
+14% +$2.7M 2.73% 7
2024
Q4 		$20M Buy
91,107
+2,125
+2% +$435K 2.98% 5
2024
Q3 		$16.6M Buy
88,982
+1,085
+1% +$198K 2.61% 6
2024
Q2 		$17M Sell
87,897
-761
-0.9% -$140K 2.86% 6
2024
Q1 		$16M Sell
88,658
-27,048
-23% -$4.51M 2.75% 6
2023
Q4 		$17.6M Buy
115,706
+2,593
+2% +$363K 3.31% 5
2023
Q3 		$14.4M Sell
113,113
-919
-0.8% -$123K 3.09% 5
2023
Q2 		$14.9M Buy
114,032
+15,246
+15% +$1.74M 3.25% 4
2023
Q1 		$10.2M Buy
98,786
+32,269
+49% +$3.12M 3.12% 5
2022
Q4 		$5.59M Buy
66,517
+13,969
+27% +$1.38M 1.99% 5
2022
Q3 		$5.94M Buy
52,548
+12,889
+32% +$1.63M 2.47% 7
2022
Q2 		$4.21M Buy
39,659
+559
+1% +$70K 4.04% 5
2022
Q1 		$6.37M Buy
39,100
+2,660
+7% +$411K 2.94% 6
2021
Q4 		$6.08M Buy
+36,440
New +$6.24M 2.7% 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

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

Sendero Wealth Management reduced its Amazon (AMZN) stake by 8.8% in Q3 2026, selling an estimated $1.47M and leaving 59,744 shares worth $14.9M. The position accounts for 1.49% of the portfolio, ranked #10.

Sendero Wealth Management first reported a position in AMZN in Q4 2021 and has held it in 20 quarters since. The position peaked at $22.9M in Q2 2025. 2,005 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Sendero Wealth Management held 59,744 shares of Amazon worth $14.9M as of Q3 2026.
  • Sendero Wealth Management sold 5,796 Amazon shares in Q3 2026, an estimated $1.47M.
  • Amazon made up 1.49% of Sendero Wealth Management's portfolio in Q3 2026, its #10 holding.
  • Sendero Wealth Management first reported a position in Amazon in Q4 2021 and has held it in 20 quarters since.
  • Sendero Wealth Management's Amazon position peaked at $22.9M in Q2 2025.
  • 2,005 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

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