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AMZN icon

True Wealth Design’s Amazon AMZN Stock Holding History

True Wealth Design’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 		$1.05M Buy
4,206
+472
+13% +$120K 0.25% 24
2026
Q2 		$890K Buy
3,734
+541
+17% +$136K 0.21% 28
2026
Q1 		$665K Buy
3,193
+779
+32% +$172K 0.18% 29
2025
Q4 		$557K Buy
2,414
+127
+6% +$29.1K 0.16% 28
2025
Q3 		$502K Buy
2,287
+397
+21% +$89.9K 0.15% 28
2025
Q2 		$415K Sell
1,890
-109
-5% -$21.6K 0.15% 28
2025
Q1 		$380K Buy
1,999
+334
+20% +$72.5K 0.14% 19
2024
Q4 		$365K Sell
1,665
-31
-2% -$6.34K 0.14% 19
2024
Q3 		$316K Buy
1,696
+252
+17% +$46K 0.12% 22
2024
Q2 		$279K Buy
1,444
+60
+4% +$11K 0.07% 113
2024
Q1 		$250K Buy
1,384
+114
+9% +$19K 0.06% 114
2023
Q4 		$193K Buy
1,270
+338
+36% +$47.4K 0.05% 116
2023
Q3 		$118K Buy
932
+1
+0.1% +$134 0.04% 124
2023
Q2 		$121K Sell
931
-185
-17% -$21.1K 0.04% 123
2023
Q1 		$115K Buy
1,116
+521
+88% +$50.3K 0.05% 134
2022
Q4 		$50K Buy
+595
New +$58.8K 0.02% 146

Other funds holding AMZN

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

True Wealth Design's AMZN Position: Q3 2026 in Review

True Wealth Design increased its Amazon (AMZN) stake by 13% in Q3 2026, buying an estimated $120K and bringing the position to 4,206 shares worth $1.05M. The position accounts for 0.25% of the portfolio, ranked #24.

True Wealth Design first reported a position in AMZN in Q4 2022 and has held it in 16 quarters since. 1,272 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • True Wealth Design held 4,206 shares of Amazon worth $1.05M as of Q3 2026.
  • True Wealth Design bought 472 Amazon shares in Q3 2026, an estimated $120K.
  • Amazon made up 0.25% of True Wealth Design's portfolio in Q3 2026, its #24 holding.
  • True Wealth Design first reported a position in Amazon in Q4 2022 and has held it in 16 quarters since.
  • 1,272 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.