Total Wealth Planning & Management
AMZN icon

Total Wealth Planning & Management’s Amazon AMZN Stock Holding History

Total Wealth Planning & 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 		$3.39M Buy
13,607
+75
+0.6% +$19.1K 2.52% 3
2026
Q2 		$3.23M Buy
13,532
+957
+8% +$240K 2.18% 3
2026
Q1 		$2.62M Sell
12,575
-1,872
-13% -$412K 1.93% 4
2025
Q4 		$3.33M Buy
+14,447
New +$3.31M 2.47% 3
2025
Q2 		$2.96M Buy
13,505
+1,168
+9% +$231K 2.4% 3
2025
Q1 		$2.35M Buy
12,337
+1,937
+19% +$420K 2.23% 5
2024
Q4 		$2.28M Buy
+10,400
New +$2.13M 2.07% 5

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

Total Wealth Planning & Management's AMZN Position: Q3 2026 in Review

Total Wealth Planning & Management increased its Amazon (AMZN) stake by 0.55% in Q3 2026, buying an estimated $19.1K and bringing the position to 13,607 shares worth $3.39M. The position accounts for 2.52% of the portfolio, ranked #3.

Total Wealth Planning & Management first reported a position in AMZN in Q4 2024 and has held it in 7 quarters since. 2,005 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Total Wealth Planning & Management held 13,607 shares of Amazon worth $3.39M as of Q3 2026.
  • Total Wealth Planning & Management bought 75 Amazon shares in Q3 2026, an estimated $19.1K.
  • Amazon made up 2.52% of Total Wealth Planning & Management's portfolio in Q3 2026, its #3 holding.
  • Total Wealth Planning & Management first reported a position in Amazon in Q4 2024 and has held it in 7 quarters since.
  • 2,005 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Total Wealth Planning & Management's 13F filing for Q3 2026, filed 23 Oct 2026.