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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
2021
Q4 		– Sell
-4,000
Closed -$8K – 925
2021
Q3 		$8K Sell
4,000
-2,000
-33% -$345K ﹤0.01% 895
2021
Q2 		$11K Hold
6,000
– – ﹤0.01% 825
2021
Q1 		$40K Sell
6,000
-2,000
-25% -$317K ﹤0.01% 524
2020
Q4 		$50K Buy
+8,000
New +$1.28M ﹤0.01% 502

Other funds holding AMZN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
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.