Triad Wealth Partners
AMZN icon

Triad Wealth Partners’s Amazon AMZN Stock Holding History

Triad Wealth Partners’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 		$15.6M Buy
62,623
+2,781
+5% +$707K 0.86% 21
2026
Q2 		$17M Buy
59,842
+3,984
+7% +$1M 1% 21
2026
Q1 		$11.6M Buy
55,858
+4,749
+9% +$1.05M 0.92% 26
2025
Q4 		$11.8M Buy
51,109
+8,975
+21% +$2.05M 1.12% 22
2025
Q3 		$9.25M Buy
42,134
+14,102
+50% +$3.19M 1.19% 22
2025
Q2 		$6.15M Buy
28,032
+8,719
+45% +$1.73M 1.24% 23
2025
Q1 		$3.67M Buy
19,313
+3,164
+20% +$687K 1.14% 21
2024
Q4 		$3.54M Buy
16,149
+3,123
+24% +$639K 1.28% 18
2024
Q3 		$2.43M Buy
13,026
+2,082
+19% +$380K 1.29% 27
2024
Q2 		$2.11M Buy
10,944
+3,845
+54% +$706K 1.11% 19
2024
Q1 		$1.28M Buy
+7,099
New +$1.19M 0.98% 18

Other funds holding AMZN

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Triad Wealth Partners's AMZN Position: Q3 2026 in Review

Triad Wealth Partners increased its Amazon (AMZN) stake by 4.6% in Q3 2026, buying an estimated $707K and bringing the position to 62,623 shares worth $15.6M. The position accounts for 0.86% of the portfolio, ranked #21.

Triad Wealth Partners first reported a position in AMZN in Q1 2024 and has held it in 11 quarters since. The position peaked at $17M in Q2 2026. 3,509 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Triad Wealth Partners held 62,623 shares of Amazon worth $15.6M as of Q3 2026.
  • Triad Wealth Partners bought 2,781 Amazon shares in Q3 2026, an estimated $707K.
  • Amazon made up 0.86% of Triad Wealth Partners's portfolio in Q3 2026, its #21 holding.
  • Triad Wealth Partners first reported a position in Amazon in Q1 2024 and has held it in 11 quarters since.
  • Triad Wealth Partners's Amazon position peaked at $17M in Q2 2026.
  • 3,509 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.