Strata Wealth Advisors
AMZN icon

Strata Wealth Advisors’s Amazon AMZN Stock Holding History

Strata Wealth 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 		$1.37M Buy
5,489
+1,209
+28% +$307K 0.32% 36
2026
Q2 		$1.02M Buy
4,280
+675
+19% +$169K 0.25% 38
2026
Q1 		$751K Sell
3,605
-213
-6% -$46.9K 0.21% 42
2025
Q4 		$881K Sell
3,818
-2,186
-36% -$500K 0.25% 38
2025
Q3 		$1.32M Sell
6,004
-29
-0.5% -$6.56K 0.35% 36
2025
Q2 		$1.32M Buy
6,033
+324
+6% +$64.1K 0.36% 33
2025
Q1 		$1.09M Sell
5,709
-698
-11% -$151K 0.34% 33
2024
Q4 		$1.41M Buy
6,407
+606
+10% +$124K 0.44% 28
2024
Q3 		$1.08M Buy
5,801
+171
+3% +$31.2K 0.35% 32
2024
Q2 		$1.09M Buy
5,630
+731
+15% +$134K 0.37% 29
2024
Q1 		$884K Buy
4,899
+264
+6% +$44.1K 0.31% 35
2023
Q4 		$704K Sell
4,635
-227
-5% -$31.8K 0.28% 38
2023
Q3 		$618K Buy
+4,862
New +$651K 0.3% 27
2023
Q1 		$1.66M Sell
16,105
-453
-3% -$43.8K 0.86% 13
2022
Q4 		$1.39M Buy
+16,558
New +$1.64M 0.77% 16

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

Strata Wealth Advisors's AMZN Position: Q3 2026 in Review

Strata Wealth Advisors increased its Amazon (AMZN) stake by 28% in Q3 2026, buying an estimated $307K and bringing the position to 5,489 shares worth $1.37M. The position accounts for 0.32% of the portfolio, ranked #36.

Strata Wealth Advisors first reported a position in AMZN in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.66M in Q1 2023. 2,005 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Strata Wealth Advisors held 5,489 shares of Amazon worth $1.37M as of Q3 2026.
  • Strata Wealth Advisors bought 1,209 Amazon shares in Q3 2026, an estimated $307K.
  • Amazon made up 0.32% of Strata Wealth Advisors's portfolio in Q3 2026, its #36 holding.
  • Strata Wealth Advisors first reported a position in Amazon in Q4 2022 and has held it in 15 quarters since.
  • Strata Wealth Advisors's Amazon position peaked at $1.66M in Q1 2023.
  • 2,005 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

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