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Shelter Rock Management’s Amazon AMZN Stock Holding History

Shelter Rock 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 		$3.4M Sell
13,497
-367
-3% -$93.2K 3.17% 13
2026
Q2 		$3.3M Sell
13,864
-55
-0.4% -$13.8K 3.2% 14
2026
Q1 		$2.9M Sell
13,919
-12,562
-47% -$2.77M 3.07% 15
2025
Q4 		$6.11M Buy
+26,481
New +$6.06M 6.14% 7

Other funds holding AMZN

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.95B AUM 6.96% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Shelter Rock Management's AMZN Position: Q3 2026 in Review

Shelter Rock Management reduced its Amazon (AMZN) stake by 2.6% in Q3 2026, selling an estimated $93.2K and leaving 13,497 shares worth $3.4M. The position accounts for 3.17% of the portfolio, ranked #13.

Shelter Rock Management first reported a position in AMZN in Q4 2025 and has held it in 4 quarters since. The position peaked at $6.11M in Q4 2025. 982 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Shelter Rock Management held 13,497 shares of Amazon worth $3.4M as of Q3 2026.
  • Shelter Rock Management sold 367 Amazon shares in Q3 2026, an estimated $93.2K.
  • Amazon made up 3.17% of Shelter Rock Management's portfolio in Q3 2026, its #13 holding.
  • Shelter Rock Management first reported a position in Amazon in Q4 2025 and has held it in 4 quarters since.
  • Shelter Rock Management's Amazon position peaked at $6.11M in Q4 2025.
  • 982 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Shelter Rock Management's 13F filing for Q3 2026, filed 9 Oct 2026.