Summit Wealth Group (Colorado)
AMZN icon

Summit Wealth Group (Colorado)’s Amazon AMZN Stock Holding History

Summit Wealth Group (Colorado)’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 		$16.6M Buy
66,811
+29,728
+80% +$7.55M 1.05% 16
2026
Q2 		$8.84M Sell
37,083
-545
-1% -$137K 0.73% 21
2026
Q1 		$7.84M Buy
37,628
+13,186
+54% +$2.9M 0.82% 18
2025
Q4 		$5.64M Sell
24,442
-55,401
-69% -$12.7M 0.75% 20
2025
Q3 		$10.3M Buy
79,843
+56,984
+249% +$12.9M 1.09% 19
2025
Q2 		$5.02M Buy
+22,859
New +$4.52M 1.26% 18

Other funds holding AMZN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Summit Wealth Group (Colorado)'s AMZN Position: Q3 2026 in Review

Summit Wealth Group (Colorado) increased its Amazon (AMZN) stake by 80% in Q3 2026, buying an estimated $7.55M and bringing the position to 66,811 shares worth $16.6M. The position accounts for 1.05% of the portfolio, ranked #16.

Summit Wealth Group (Colorado) first reported a position in AMZN in Q2 2025 and has held it in 6 quarters since. 4,172 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Summit Wealth Group (Colorado) held 66,811 shares of Amazon worth $16.6M as of Q3 2026.
  • Summit Wealth Group (Colorado) bought 29,728 Amazon shares in Q3 2026, an estimated $7.55M.
  • Amazon made up 1.05% of Summit Wealth Group (Colorado)'s portfolio in Q3 2026, its #16 holding.
  • Summit Wealth Group (Colorado) first reported a position in Amazon in Q2 2025 and has held it in 6 quarters since.
  • 4,172 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q3 2026, filed 29 Oct 2026.