Elevate Capital Advisors’s Amazon AMZN Stock Holding History

Elevate Capital 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	$3.38M	Sell	14,174 -493	-3%	-$124K	1.86%	13
2026 Q1	$3.05M	Sell	14,667 -7,281	-33%	-$1.6M	1.98%	11
2025 Q4	$5.07M	Buy	21,948 +5,732	+35%	+$1.31M	3.35%	5
2025 Q3	$3.56M	Buy	16,216 +1,012	+7%	+$229K	2.48%	11
2025 Q2	$3.34M	Sell	15,204 -6,678	-31%	-$1.32M	2.66%	6
2025 Q1	$4.16M	Buy	21,882 +547	+3%	+$119K	3.85%	4
2024 Q4	$4.68M	Buy	+21,335	New	+$4.36M	4.12%	3

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

Elevate Capital Advisors's AMZN Position: Q2 2026 in Review

Elevate Capital Advisors reduced its Amazon (AMZN) stake by 3.4% in Q2 2026, selling an estimated $124K and leaving 14,174 shares worth $3.38M. The position accounts for 1.86% of the portfolio, ranked #13.

Elevate Capital Advisors first reported a position in AMZN in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.07M in Q4 2025. 6,147 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Elevate Capital Advisors held 14,174 shares of Amazon worth $3.38M as of Q2 2026.
Elevate Capital Advisors sold 493 Amazon shares in Q2 2026, an estimated $124K.
Amazon made up 1.86% of Elevate Capital Advisors's portfolio in Q2 2026, its #13 holding.
Elevate Capital Advisors first reported a position in Amazon in Q4 2024 and has held it in 7 quarters since.
Elevate Capital Advisors's Amazon position peaked at $5.07M in Q4 2025.
6,147 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Elevate Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.