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Excelsior Advisor Network’s Amazon AMZN Stock Holding History

Excelsior Advisor Network’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 		$14.9M Buy
62,543
+39,364
+170% +$9.88M 1.96% 6
2026
Q1 		$4.83M Buy
23,179
+9,683
+72% +$2.13M 1.84% 18
2025
Q4 		$3.12M Buy
+13,496
New +$3.09M 1.51% 19

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

Excelsior Advisor Network's AMZN Position: Q2 2026 in Review

Excelsior Advisor Network increased its Amazon (AMZN) stake by 170% in Q2 2026, buying an estimated $9.88M and bringing the position to 62,543 shares worth $14.9M. The position accounts for 1.96% of the portfolio, ranked #6.

Excelsior Advisor Network first reported a position in AMZN in Q4 2025 and has held it in 3 quarters since. 6,122 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Excelsior Advisor Network held 62,543 shares of Amazon worth $14.9M as of Q2 2026.
  • Excelsior Advisor Network bought 39,364 Amazon shares in Q2 2026, an estimated $9.88M.
  • Amazon made up 1.96% of Excelsior Advisor Network's portfolio in Q2 2026, its #6 holding.
  • Excelsior Advisor Network first reported a position in Amazon in Q4 2025 and has held it in 3 quarters since.
  • 6,122 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Excelsior Advisor Network's 13F filing for Q2 2026, filed 14 Aug 2026.