The Wealth Group
AMZN icon

The Wealth Group’s Amazon AMZN Stock Holding History

The Wealth Group’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 		$569K Hold
2,264
– – 0.11% 56
2026
Q2 		$540K Hold
2,264
– – 0.1% 57
2026
Q1 		$472K Buy
2,264
+5
+0.2% +$1.1K 0.11% 56
2025
Q4 		$521K Buy
2,259
+650
+40% +$149K 0.12% 54
2025
Q3 		$353K Buy
1,609
+152
+10% +$34.4K 0.08% 61
2025
Q2 		$320K Sell
1,457
-47
-3% -$9.3K 0.08% 57
2025
Q1 		$286K Sell
1,504
-71
-5% -$15.4K 0.08% 51
2024
Q4 		$346K Sell
1,575
-766
-33% -$157K 0.1% 45
2024
Q3 		$436K Sell
2,341
-281
-11% -$51.3K 0.13% 39
2024
Q2 		$507K Sell
2,622
-32
-1% -$5.88K 0.15% 38
2024
Q1 		$498K Sell
2,654
-214
-7% -$35.7K 0.15% 37
2023
Q4 		$485K Buy
+2,868
New +$402K 0.16% 37

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

The Wealth Group's AMZN Position: Q3 2026 in Review

The Wealth Group held its Amazon (AMZN) position steady in Q3 2026 at 2,264 shares worth $569K. The position accounts for 0.11% of the portfolio, ranked #56.

The Wealth Group first reported a position in AMZN in Q4 2023 and has held it in 12 quarters since. 1,956 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • The Wealth Group held 2,264 shares of Amazon worth $569K as of Q3 2026.
  • The Wealth Group left its Amazon share count unchanged in Q3 2026.
  • Amazon made up 0.11% of The Wealth Group's portfolio in Q3 2026, its #56 holding.
  • The Wealth Group first reported a position in Amazon in Q4 2023 and has held it in 12 quarters since.
  • 1,956 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on The Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.