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Wealth Forward LLC’s Amazon AMZN Stock Holding History

Wealth Forward LLC’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 		$360K Buy
1,443
+92
+7% +$23.4K 0.16% 40
2026
Q2 		$322K Buy
1,351
+27
+2% +$6.78K 0.16% 36
2026
Q1 		$276K Sell
1,324
-2
-0.2% -$440 0.16% 36
2025
Q4 		$306K Buy
1,326
+304
+30% +$69.6K 0.17% 35
2025
Q3 		$224K Buy
+1,022
New +$231K 0.13% 40

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

Wealth Forward LLC's AMZN Position: Q3 2026 in Review

Wealth Forward LLC increased its Amazon (AMZN) stake by 6.8% in Q3 2026, buying an estimated $23.4K and bringing the position to 1,443 shares worth $360K. The position accounts for 0.16% of the portfolio, ranked #40.

Wealth Forward LLC first reported a position in AMZN in Q3 2025 and has held it in 5 quarters since. 1,088 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Wealth Forward LLC held 1,443 shares of Amazon worth $360K as of Q3 2026.
  • Wealth Forward LLC bought 92 Amazon shares in Q3 2026, an estimated $23.4K.
  • Amazon made up 0.16% of Wealth Forward LLC's portfolio in Q3 2026, its #40 holding.
  • Wealth Forward LLC first reported a position in Amazon in Q3 2025 and has held it in 5 quarters since.
  • 1,088 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Wealth Forward LLC's 13F filing for Q3 2026, filed 14 Oct 2026.