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Cetera Trust Company’s Amazon AMZN Stock Holding History

Cetera Trust Company’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 		$4.67M Sell
19,607
-175
-0.9% -$43.9K 2.34% 6
2026
Q1 		$4.12M Sell
19,782
-950
-5% -$209K 2.33% 8
2025
Q4 		$4.79M Hold
20,732
– – 2.56% 7
2025
Q3 		$4.55M Sell
20,732
-150
-0.7% -$34K 2.55% 6
2025
Q2 		$4.58M Sell
20,882
-320
-2% -$63.3K 2.74% 5
2025
Q1 		$4.03M Buy
21,202
+245
+1% +$53.2K 2.57% 5
2024
Q4 		$4.6M Sell
20,957
-145
-0.7% -$29.7K 2.99% 3
2024
Q3 		$3.93M Sell
21,102
-725
-3% -$132K 2.4% 3
2024
Q2 		$4.22M Sell
21,827
-1,610
-7% -$296K 2.65% 4
2024
Q1 		$4.23M Sell
23,437
-775
-3% -$129K 2.54% 4
2023
Q4 		$3.68M Buy
+24,212
New +$3.39M 2.29% 5

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

Cetera Trust Company's AMZN Position: Q2 2026 in Review

Cetera Trust Company reduced its Amazon (AMZN) stake by 0.88% in Q2 2026, selling an estimated $43.9K and leaving 19,607 shares worth $4.67M. The position accounts for 2.34% of the portfolio, ranked #6.

Cetera Trust Company first reported a position in AMZN in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.79M in Q4 2025. 6,148 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Cetera Trust Company held 19,607 shares of Amazon worth $4.67M as of Q2 2026.
  • Cetera Trust Company sold 175 Amazon shares in Q2 2026, an estimated $43.9K.
  • Amazon made up 2.34% of Cetera Trust Company's portfolio in Q2 2026, its #6 holding.
  • Cetera Trust Company first reported a position in Amazon in Q4 2023 and has held it in 11 quarters since.
  • Cetera Trust Company's Amazon position peaked at $4.79M in Q4 2025.
  • 6,148 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Cetera Trust Company's 13F filing for Q2 2026, filed 13 Aug 2026.