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Elevated Financial Group’s Amazon AMZN Stock Holding History

Elevated Financial Group’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 		$1.48M Sell
6,204
-674
-10% -$169K 0.41% 34
2026
Q1 		$1.43M Buy
6,878
+143
+2% +$31.5K 0.47% 34
2025
Q4 		$1.55M Buy
+6,735
New +$1.54M 0.54% 29

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

Elevated Financial Group's AMZN Position: Q2 2026 in Review

Elevated Financial Group reduced its Amazon (AMZN) stake by 9.8% in Q2 2026, selling an estimated $169K and leaving 6,204 shares worth $1.48M. The position accounts for 0.41% of the portfolio, ranked #34.

Elevated Financial Group first reported a position in AMZN in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.55M in Q4 2025. 6,093 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Elevated Financial Group held 6,204 shares of Amazon worth $1.48M as of Q2 2026.
  • Elevated Financial Group sold 674 Amazon shares in Q2 2026, an estimated $169K.
  • Amazon made up 0.41% of Elevated Financial Group's portfolio in Q2 2026, its #34 holding.
  • Elevated Financial Group first reported a position in Amazon in Q4 2025 and has held it in 3 quarters since.
  • Elevated Financial Group's Amazon position peaked at $1.55M in Q4 2025.
  • 6,093 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Elevated Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.