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WestHill Financial Advisors’s Amazon AMZN Stock Holding History

WestHill 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 		$3.11M Sell
12,467
-197
-2% -$50.1K 0.52% 19
2026
Q2 		$3.02M Sell
12,664
-307
-2% -$77.1K 0.51% 19
2026
Q1 		$2.7M Buy
12,971
+4,038
+45% +$889K 0.52% 19
2025
Q4 		$2.06M Sell
8,933
-21
-0.2% -$4.8K 0.39% 21
2025
Q3 		$1.97M Sell
8,954
-104
-1% -$23.5K 0.39% 21
2025
Q2 		$1.99M Buy
9,058
+129
+1% +$25.5K 0.42% 21
2025
Q1 		$1.7M Sell
8,929
-15
-0.2% -$3.25K 0.39% 21
2024
Q4 		$1.96M Hold
8,944
– – 0.44% 20
2024
Q3 		$1.67M Buy
8,944
+10
+0.1% +$1.82K 0.37% 22
2024
Q2 		$1.73M Sell
8,934
-220
-2% -$40.4K 0.42% 21
2024
Q1 		$1.65M Sell
9,154
-2,553
-22% -$426K 0.41% 21
2023
Q4 		$1.78M Buy
11,707
+6
+0.1% +$841 0.47% 21
2023
Q3 		$1.49M Buy
11,701
+1,229
+12% +$165K 0.43% 21
2023
Q2 		$1.37M Sell
10,472
-60
-0.6% -$6.85K 0.39% 21
2023
Q1 		$1.09M Hold
10,532
– – 0.33% 22
2022
Q4 		$885K Buy
10,532
+103
+1% +$10.2K 0.28% 26
2022
Q3 		$1.18M Buy
10,429
+281
+3% +$35.5K 0.4% 22
2022
Q2 		$1.08M Buy
10,148
+2,888
+40% +$361K 0.36% 23
2022
Q1 		$1.18M Buy
7,260
+2,580
+55% +$399K 0.34% 24
2021
Q4 		$780K Buy
4,680
+540
+13% +$92.4K 0.22% 31
2021
Q3 		$680K Buy
+4,140
New +$714K 0.21% 30
2021
Q1 		$715K Sell
4,620
-160
-3% -$25.4K 0.25% 26
2020
Q4 		$778K Buy
+4,780
New +$763K 0.31% 23

Other funds holding AMZN

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return
GIM
Generate Investment Management Auckland, New Zealand $2.69B AUM 33.12% 1-Year Est. Return

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

WestHill Financial Advisors reduced its Amazon (AMZN) stake by 1.6% in Q3 2026, selling an estimated $50.1K and leaving 12,467 shares worth $3.11M. The position accounts for 0.52% of the portfolio, ranked #19.

WestHill Financial Advisors first reported a position in AMZN in Q4 2020 and has held it in 23 quarters since. 674 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • WestHill Financial Advisors held 12,467 shares of Amazon worth $3.11M as of Q3 2026.
  • WestHill Financial Advisors sold 197 Amazon shares in Q3 2026, an estimated $50.1K.
  • Amazon made up 0.52% of WestHill Financial Advisors's portfolio in Q3 2026, its #19 holding.
  • WestHill Financial Advisors first reported a position in Amazon in Q4 2020 and has held it in 23 quarters since.
  • 674 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on WestHill Financial Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.