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Exencial Wealth Advisors’s Amazon AMZN Stock Holding History

Exencial Wealth 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
2022
Q1 		– Sell
-2,000
Closed -$333K – 453
2021
Q4 		$333K Buy
+2,000
New +$342K 0.02% 370

Other funds holding AMZN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Exencial Wealth Advisors's AMZN Position: Q1 2026 in Review

Exencial Wealth Advisors increased its Amazon (AMZN) stake by 5.5% in Q1 2026, buying an estimated $2.97M and bringing the position to 260,019 shares worth $54.2M. The position accounts for 1.68% of the portfolio, ranked #12.

Exencial Wealth Advisors first reported a position in AMZN in Q4 2016 and has held it in 38 quarters since. The position peaked at $56.9M in Q4 2025. 5,978 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Exencial Wealth Advisors held 260,019 shares of Amazon worth $54.2M as of Q1 2026.
  • Exencial Wealth Advisors bought 13,470 Amazon shares in Q1 2026, an estimated $2.97M.
  • Amazon made up 1.68% of Exencial Wealth Advisors's portfolio in Q1 2026, its #12 holding.
  • Exencial Wealth Advisors first reported a position in Amazon in Q4 2016 and has held it in 38 quarters since.
  • Exencial Wealth Advisors's Amazon position peaked at $56.9M in Q4 2025.
  • 5,978 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.