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Keeler & Nadler Financial Planning & Wealth Management’s Amazon AMZN Stock Holding History

Keeler & Nadler Financial Planning & Wealth Management’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 Buy
6,212
+196
+3% +$49.2K 0.42% 33
2026
Q1 		$1.25M Buy
6,016
+1,627
+37% +$358K 0.43% 34
2025
Q4 		$1.01M Sell
4,389
-1
-0% -$229 0.35% 36
2025
Q3 		$964K Buy
4,390
+23
+0.5% +$5.21K 0.35% 39
2025
Q2 		$958K Buy
4,367
+87
+2% +$17.2K 0.38% 41
2025
Q1 		$825K Buy
4,280
+740
+21% +$161K 0.37% 37
2024
Q4 		$777K Sell
3,540
-20
-0.6% -$4.09K 0.36% 37
2024
Q3 		$663K Buy
3,560
+381
+12% +$69.5K 0.32% 35
2024
Q2 		$614K Sell
3,179
-100
-3% -$18.4K 0.34% 36
2024
Q1 		$591K Buy
3,279
+19
+0.6% +$3.17K 0.36% 39
2023
Q4 		$495K Buy
+3,260
New +$457K 0.36% 34
2022
Q4 		$243K Buy
+2,892
New +$286K 0.22% 42
2021
Q4 		$287K Buy
+1,720
New +$294K 0.26% 40

Other funds holding AMZN

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Keeler & Nadler Financial Planning & Wealth Management's AMZN Position: Q2 2026 in Review

Keeler & Nadler Financial Planning & Wealth Management increased its Amazon (AMZN) stake by 3.3% in Q2 2026, buying an estimated $49.2K and bringing the position to 6,212 shares worth $1.48M. The position accounts for 0.42% of the portfolio, ranked #33.

Keeler & Nadler Financial Planning & Wealth Management first reported a position in AMZN in Q4 2021 and has held it in 13 quarters since. 3,705 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Keeler & Nadler Financial Planning & Wealth Management held 6,212 shares of Amazon worth $1.48M as of Q2 2026.
  • Keeler & Nadler Financial Planning & Wealth Management bought 196 Amazon shares in Q2 2026, an estimated $49.2K.
  • Amazon made up 0.42% of Keeler & Nadler Financial Planning & Wealth Management's portfolio in Q2 2026, its #33 holding.
  • Keeler & Nadler Financial Planning & Wealth Management first reported a position in Amazon in Q4 2021 and has held it in 13 quarters since.
  • 3,705 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Keeler & Nadler Financial Planning & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.