AAS
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Avantax Advisory Services’s Amazon AMZN Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$169M Buy
771,600
+41,159
+6% +$8.14M 0.93% 14
2025
Q1 		$139M Buy
730,441
+40,808
+6% +$8.86M 0.84% 14
2024
Q4 		$151M Buy
689,633
+22,956
+3% +$4.7M 0.95% 14
2024
Q3 		$124M Buy
666,677
+56,590
+9% +$10.3M 0.82% 15
2024
Q2 		$118M Buy
610,087
+206,841
+51% +$38M 0.84% 15
2024
Q1 		$72.7M Buy
403,246
+21,633
+6% +$3.61M 0.65% 19
2023
Q4 		$58M Buy
381,613
+41,026
+12% +$5.75M 0.58% 21
2023
Q3 		$43.3M Sell
340,587
-6,987
-2% -$936K 0.48% 26
2023
Q2 		$45.3M Sell
347,574
-6,487
-2% -$741K 0.52% 26
2023
Q1 		$36.6M Buy
354,061
+14,924
+4% +$1.44M 0.45% 28
2022
Q4 		$28.5M Buy
339,137
+8,087
+2% +$799K 0.38% 30
2022
Q3 		$37.4M Sell
331,050
-3,748
-1% -$474K 0.57% 22
2022
Q2 		$35.6M Buy
334,798
+48,858
+17% +$6.11M 0.54% 22
2022
Q1 		$46.7M Buy
285,940
+26,780
+10% +$4.14M 0.64% 22
2021
Q4 		$43.2M Buy
259,160
+8,660
+3% +$1.48M 0.65% 22
2021
Q3 		$41.1M Buy
250,500
+18,740
+8% +$3.23M 0.69% 22
2021
Q2 		$39.8M Buy
231,760
+7,400
+3% +$1.23M 0.72% 20
2021
Q1 		$34.6M Buy
224,360
+17,680
+9% +$2.8M 0.74% 20
2020
Q4 		$33.7M Sell
206,680
-317,900
-61% -$50.7M 0.8% 21
2020
Q3 		$82.4M Buy
524,580
+341,340
+186% +$53.8M 1.32% 12
2020
Q2 		$25.3M Buy
183,240
+11,980
+7% +$1.45M 0.73% 21
2020
Q1 		$16.7M Buy
171,260
+2,000
+1% +$194K 0.5% 27
2019
Q4 		$15.6M Buy
169,260
+36,480
+27% +$3.23M 0.36% 42
2019
Q3 		$11.5M Buy
132,780
+14,240
+12% +$1.32M 0.47% 28
2019
Q2 		$11.2M Buy
118,540
+12,920
+12% +$1.2M 0.49% 25
2019
Q1 		$9.4M Buy
105,620
+8,600
+9% +$716K 0.5% 19
2018
Q4 		$7.33M Buy
+97,020
New +$8.07M 1.23% 15

Other funds holding AMZN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Avantax Advisory Services's AMZN Position: Q2 2025 in Review

Avantax Advisory Services increased its Amazon (AMZN) stake by 5.6% in Q2 2025, buying an estimated $8.14M and bringing the position to 771,600 shares worth $169M. The position accounts for 0.93% of the portfolio, ranked #14.

Avantax Advisory Services first reported a position in AMZN in Q4 2018 and has held it in 27 quarters since. 5,543 funds tracked by Wall St. Rank hold AMZN as of Q2 2025.

  • Avantax Advisory Services held 771,600 shares of Amazon worth $169M as of Q2 2025.
  • Avantax Advisory Services bought 41,159 Amazon shares in Q2 2025, an estimated $8.14M.
  • Amazon made up 0.93% of Avantax Advisory Services's portfolio in Q2 2025, its #14 holding.
  • Avantax Advisory Services first reported a position in Amazon in Q4 2018 and has held it in 27 quarters since.
  • 5,543 funds tracked by Wall St. Rank held Amazon as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.