CAPTRUST Financial Advisors
AMZN icon

CAPTRUST Financial Advisors’s Amazon AMZN Stock Holding History

CAPTRUST 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
Q2 		$95.3K Buy
+400
New +$100K ﹤0.01% 3047
2023
Q4 		– Sell
-16,100
Closed -$2.05K – 2661
2023
Q3 		$2.05K Buy
+16,100
New +$2.16M ﹤0.01% 2564

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

CAPTRUST Financial Advisors's AMZN Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Amazon (AMZN) stake by 5.3% in Q2 2026, buying an estimated $49.2M and bringing the position to 3,900,375 shares worth $930M. The position accounts for 1.42% of the portfolio, ranked #10.

CAPTRUST Financial Advisors first reported a position in AMZN in Q3 2017 and has held it in 36 quarters since. 6,138 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • CAPTRUST Financial Advisors held 3,900,375 shares of Amazon worth $930M as of Q2 2026.
  • CAPTRUST Financial Advisors bought 195,966 Amazon shares in Q2 2026, an estimated $49.2M.
  • Amazon made up 1.42% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #10 holding.
  • CAPTRUST Financial Advisors first reported a position in Amazon in Q3 2017 and has held it in 36 quarters since.
  • 6,138 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.