Trifecta Capital Advisors
AMZN icon

Trifecta Capital Advisors’s Amazon AMZN Stock Holding History

Trifecta Capital 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 		$33.3M Buy
133,663
+1,645
+1% +$418K 4.12% 5
2026
Q2 		$31.5M Buy
132,018
+1,302
+1% +$327K 4.05% 4
2026
Q1 		$27.2M Buy
130,716
+2,235
+2% +$492K 4.21% 4
2025
Q4 		$29.7M Buy
128,481
+1,673
+1% +$383K 4.39% 5
2025
Q3 		$27.8M Buy
126,808
+1,703
+1% +$385K 4.23% 5
2025
Q2 		$27.4M Buy
125,105
+14,377
+13% +$2.85M 4.57% 4
2025
Q1 		$21.1M Buy
110,728
+895
+0.8% +$194K 4.41% 5
2024
Q4 		$24.1M Buy
109,833
+2,303
+2% +$471K 4.76% 5
2024
Q3 		$20M Buy
107,530
+3,275
+3% +$598K 4.19% 7
2024
Q2 		$20.1M Buy
104,255
+5,796
+6% +$1.06M 4.46% 6
2024
Q1 		$17.8M Buy
98,459
+7,930
+9% +$1.32M 4.32% 7
2023
Q4 		$13.8M Buy
90,529
+2,732
+3% +$383K 3.8% 7
2023
Q3 		$11.2M Buy
87,797
+3,040
+4% +$407K 3.59% 8
2023
Q2 		$11M Buy
84,757
+1,213
+1% +$139K 3.55% 9
2023
Q1 		$8.63M Buy
83,544
+3,130
+4% +$302K 3.04% 10
2022
Q4 		$6.75M Buy
+80,414
New +$7.94M 2.69% 10

Other funds holding AMZN

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
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Trifecta Capital Advisors's AMZN Position: Q3 2026 in Review

Trifecta Capital Advisors increased its Amazon (AMZN) stake by 1.2% in Q3 2026, buying an estimated $418K and bringing the position to 133,663 shares worth $33.3M. The position accounts for 4.12% of the portfolio, ranked #5.

Trifecta Capital Advisors first reported a position in AMZN in Q4 2022 and has held it in 16 quarters since. 2,757 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Trifecta Capital Advisors held 133,663 shares of Amazon worth $33.3M as of Q3 2026.
  • Trifecta Capital Advisors bought 1,645 Amazon shares in Q3 2026, an estimated $418K.
  • Amazon made up 4.12% of Trifecta Capital Advisors's portfolio in Q3 2026, its #5 holding.
  • Trifecta Capital Advisors first reported a position in Amazon in Q4 2022 and has held it in 16 quarters since.
  • 2,757 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Trifecta Capital Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.