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Stegent Equity Advisors’s Amazon AMZN Stock Holding History

Stegent Equity 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 		$364K Buy
1,462
+39
+3% +$9.91K 0.29% 74
2026
Q2 		$339K Sell
1,423
-10
-0.7% -$2.51K 0.24% 85
2026
Q1 		$298K Sell
1,433
-1,050
-42% -$231K 0.25% 90
2025
Q4 		$573K Sell
2,483
-162
-6% -$37.1K 0.45% 62
2025
Q3 		$581K Sell
2,645
-137
-5% -$31K 0.47% 58
2025
Q2 		$610K Buy
2,782
+510
+22% +$101K 0.54% 54
2025
Q1 		$432K Sell
2,272
-204
-8% -$44.3K 0.44% 67
2024
Q4 		$543K Buy
2,476
+164
+7% +$33.6K 0.55% 49
2024
Q3 		$431K Buy
2,312
+623
+37% +$114K 0.48% 56
2024
Q2 		$326K Buy
1,689
+61
+4% +$11.2K 0.34% 58
2024
Q1 		$294K Buy
+1,628
New +$272K 0.3% 71

Other funds holding AMZN

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Stegent Equity Advisors's AMZN Position: Q3 2026 in Review

Stegent Equity Advisors increased its Amazon (AMZN) stake by 2.7% in Q3 2026, buying an estimated $9.91K and bringing the position to 1,462 shares worth $364K. The position accounts for 0.29% of the portfolio, ranked #74.

Stegent Equity Advisors first reported a position in AMZN in Q1 2024 and has held it in 11 quarters since. The position peaked at $610K in Q2 2025. 644 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Stegent Equity Advisors held 1,462 shares of Amazon worth $364K as of Q3 2026.
  • Stegent Equity Advisors bought 39 Amazon shares in Q3 2026, an estimated $9.91K.
  • Amazon made up 0.29% of Stegent Equity Advisors's portfolio in Q3 2026, its #74 holding.
  • Stegent Equity Advisors first reported a position in Amazon in Q1 2024 and has held it in 11 quarters since.
  • Stegent Equity Advisors's Amazon position peaked at $610K in Q2 2025.
  • 644 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Stegent Equity Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.