TPG Financial Advisors
AMZN icon

TPG Financial Advisors’s Amazon AMZN Stock Holding History

TPG Financial 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 		$781K Buy
3,135
+14
+0.4% +$3.56K 0.23% 41
2026
Q2 		$744K Buy
3,121
+47
+2% +$11.8K 0.22% 42
2026
Q1 		$640K Sell
3,074
-150
-5% -$33K 0.21% 43
2025
Q4 		$744K Buy
3,224
+274
+9% +$62.7K 0.25% 42
2025
Q3 		$648K Sell
2,950
-75
-2% -$17K 0.24% 41
2025
Q2 		$664K Sell
3,025
-519
-15% -$103K 0.27% 41
2025
Q1 		$674K Sell
3,544
-1,512
-30% -$328K 0.3% 36
2024
Q4 		$1.11M Buy
5,056
+1,369
+37% +$280K 0.48% 31
2024
Q3 		$687K Sell
3,687
-333
-8% -$60.8K 0.31% 35
2024
Q2 		$777K Buy
+4,020
New +$738K 0.37% 35
2023
Q4 		$543K Buy
+3,642
New +$511K 0.28% 40
2020
Q1 		– Sell
-3,660
Closed -$338K – 45
2019
Q4 		$338K Sell
3,660
-920
-20% -$81.4K 0.28% 40
2019
Q3 		$398K Hold
4,580
– – 0.36% 34
2019
Q2 		$444K Buy
+4,580
New +$427K 0.41% 29

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

TPG Financial Advisors's AMZN Position: Q3 2026 in Review

TPG Financial Advisors increased its Amazon (AMZN) stake by 0.45% in Q3 2026, buying an estimated $3.56K and bringing the position to 3,135 shares worth $781K. The position accounts for 0.23% of the portfolio, ranked #41.

TPG Financial Advisors first reported a position in AMZN in Q2 2019 and has held it in 14 quarters since. The position peaked at $1.11M in Q4 2024. 4,228 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • TPG Financial Advisors held 3,135 shares of Amazon worth $781K as of Q3 2026.
  • TPG Financial Advisors bought 14 Amazon shares in Q3 2026, an estimated $3.56K.
  • Amazon made up 0.23% of TPG Financial Advisors's portfolio in Q3 2026, its #41 holding.
  • TPG Financial Advisors first reported a position in Amazon in Q2 2019 and has held it in 14 quarters since.
  • TPG Financial Advisors's Amazon position peaked at $1.11M in Q4 2024.
  • 4,228 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on TPG Financial Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.