Clearstead Advisors’s Amazon AMZN Stock Holding History

Clearstead 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	$23.8K	Buy	+100	New	+$25.1K	﹤0.01%	1750

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

Clearstead Advisors's AMZN Position: Q2 2026 in Review

Clearstead Advisors reduced its Amazon (AMZN) stake by 32% in Q2 2026, selling an estimated $73.3M and leaving 633,986 shares worth $151M. The position accounts for 1.43% of the portfolio, ranked #12.

Clearstead Advisors first reported a position in AMZN in Q4 2016 and has held it in 39 quarters since. The position peaked at $193M in Q1 2026. 6,101 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Clearstead Advisors held 633,986 shares of Amazon worth $151M as of Q2 2026.
Clearstead Advisors sold 292,182 Amazon shares in Q2 2026, an estimated $73.3M.
Amazon made up 1.43% of Clearstead Advisors's portfolio in Q2 2026, its #12 holding.
Clearstead Advisors first reported a position in Amazon in Q4 2016 and has held it in 39 quarters since.
Clearstead Advisors's Amazon position peaked at $193M in Q1 2026.
6,101 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.