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Kellett Wealth Advisors’s Amazon AMZN Stock Holding History

Kellett 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
2026
Q2 		$2.24M Buy
9,410
+143
+2% +$35.9K 1.04% 17
2026
Q1 		$1.93M Buy
9,267
+277
+3% +$61K 1.05% 17
2025
Q4 		$2.08M Buy
8,990
+510
+6% +$117K 1.19% 16
2025
Q3 		$1.86M Buy
8,480
+180
+2% +$40.7K 1.12% 17
2025
Q2 		$1.82M Sell
8,300
-910
-10% -$180K 1.19% 17
2025
Q1 		$1.75M Buy
9,210
+1,746
+23% +$379K 1.21% 17
2024
Q4 		$1.64M Buy
7,464
+1,770
+31% +$362K 1.13% 18
2024
Q3 		$1.06M Sell
5,694
-240
-4% -$43.8K 0.76% 20
2024
Q2 		$1.15M Buy
5,934
+170
+3% +$31.2K 0.93% 17
2024
Q1 		$1.04M Sell
5,764
-50
-0.9% -$8.35K 0.72% 25
2023
Q4 		$883K Sell
5,814
-140
-2% -$19.6K 0.66% 27
2023
Q3 		$757K Buy
5,954
+1,070
+22% +$143K 0.65% 20
2023
Q2 		$637K Sell
4,884
-730
-13% -$83.4K 0.58% 23
2023
Q1 		$580K Buy
5,614
+330
+6% +$31.9K 0.56% 20
2022
Q4 		$444K Buy
5,284
+250
+5% +$24.7K 0.43% 25
2022
Q3 		$516K Sell
5,034
-1,366
-21% -$173K 0.63% 21
2022
Q2 		$680K Hold
6,400
– – 0.88% 15
2022
Q1 		$1.04M Sell
6,400
-1,020
-14% -$158K 0.82% 14
2021
Q4 		$1.24M Buy
+7,420
New +$1.27M 0.95% 12

Other funds holding AMZN

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Kellett Wealth Advisors's AMZN Position: Q2 2026 in Review

Kellett Wealth Advisors increased its Amazon (AMZN) stake by 1.5% in Q2 2026, buying an estimated $35.9K and bringing the position to 9,410 shares worth $2.24M. The position accounts for 1.04% of the portfolio, ranked #17.

Kellett Wealth Advisors first reported a position in AMZN in Q4 2021 and has held it in 19 quarters since. 2,213 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Kellett Wealth Advisors held 9,410 shares of Amazon worth $2.24M as of Q2 2026.
  • Kellett Wealth Advisors bought 143 Amazon shares in Q2 2026, an estimated $35.9K.
  • Amazon made up 1.04% of Kellett Wealth Advisors's portfolio in Q2 2026, its #17 holding.
  • Kellett Wealth Advisors first reported a position in Amazon in Q4 2021 and has held it in 19 quarters since.
  • 2,213 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Kellett Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.