Beacon Pointe Advisors’s Amazon AMZN Stock Holding History

Beacon Pointe 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
2025 Q3	–	Sell	-1,400	Closed	-$307K	–	1382
2025 Q2	$307K	Sell	1,400 -2,200	-61%	-$435K	﹤0.01%	1040
2025 Q1	$685K	Buy	+3,600	New	+$781K	0.01%	744
2024 Q2	–	Sell	-1,300	Closed	-$234K	–	1271
2024 Q1	$234K	Sell	1,300 -26,700	-95%	-$4.46M	﹤0.01%	1198
2023 Q4	$4.25M	Sell	28,000 -2,200	-7%	-$308K	0.05%	318
2023 Q3	$30.1K	Buy	30,200 +1,000	+3%	+$134K	﹤0.01%	1316
2023 Q2	$3.81M	Buy	+29,200	New	+$3.33M	0.06%	263

Other funds holding AMZN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Beacon Pointe Advisors's AMZN Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Amazon (AMZN) stake by 13% in Q2 2026, selling an estimated $33.9M and leaving 885,351 shares worth $211M. The position accounts for 0.98% of the portfolio, ranked #17.

Beacon Pointe Advisors first reported a position in AMZN in Q4 2018 and has held it in 31 quarters since. The position peaked at $212M in Q1 2026. 6,151 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Beacon Pointe Advisors held 885,351 shares of Amazon worth $211M as of Q2 2026.
Beacon Pointe Advisors sold 134,956 Amazon shares in Q2 2026, an estimated $33.9M.
Amazon made up 0.98% of Beacon Pointe Advisors's portfolio in Q2 2026, its #17 holding.
Beacon Pointe Advisors first reported a position in Amazon in Q4 2018 and has held it in 31 quarters since.
Beacon Pointe Advisors's Amazon position peaked at $212M in Q1 2026.
6,151 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.