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Elios Financial Group’s Amazon AMZN Stock Holding History

Elios 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
2025
Q2 		$508K Buy
2,317
+116
+5% +$23K 0.23% 82
2025
Q1 		$419K Buy
2,201
+61
+3% +$13.2K 0.21% 83
2024
Q4 		$469K Buy
2,140
+443
+26% +$90.6K 0.22% 77
2024
Q3 		$316K Buy
+1,697
New +$310K 0.15% 93

Other funds holding AMZN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Elios Financial Group's AMZN Position: Q2 2025 in Review

Elios Financial Group increased its Amazon (AMZN) stake by 5.3% in Q2 2025, buying an estimated $23K and bringing the position to 2,317 shares worth $508K. The position accounts for 0.23% of the portfolio, ranked #82.

Elios Financial Group first reported a position in AMZN in Q3 2024 and has held it in 4 quarters since. 5,554 funds tracked by Wall St. Rank hold AMZN as of Q2 2025.

  • Elios Financial Group held 2,317 shares of Amazon worth $508K as of Q2 2025.
  • Elios Financial Group bought 116 Amazon shares in Q2 2025, an estimated $23K.
  • Amazon made up 0.23% of Elios Financial Group's portfolio in Q2 2025, its #82 holding.
  • Elios Financial Group first reported a position in Amazon in Q3 2024 and has held it in 4 quarters since.
  • 5,554 funds tracked by Wall St. Rank held Amazon as of Q2 2025.

Based on Elios Financial Group's 13F filing for Q2 2025, filed 13 Aug 2025.