Kestra Advisory Services’s Amazon AMZN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-3,700
Closed -$854K 3166
2025
Q4
$854K Buy
+3,700
New +$847K ﹤0.01% 1765
2025
Q1
Sell
-2,000
Closed -$439K 2759
2024
Q4
$439K Buy
+2,000
New +$409K ﹤0.01% 1960

Other funds holding AMZN

Kestra Advisory Services's AMZN Position: Q1 2026 in Review

Kestra Advisory Services increased its Amazon (AMZN) stake by 11% in Q1 2026, buying an estimated $35.5M and bringing the position to 1,627,419 shares worth $339M. The position accounts for 1.28% of the portfolio, ranked #8.

Kestra Advisory Services first reported a position in AMZN in Q3 2020 and has held it in 23 quarters since. 5,983 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Kestra Advisory Services held 1,627,419 shares of Amazon worth $339M as of Q1 2026.
  • Kestra Advisory Services bought 161,222 Amazon shares in Q1 2026, an estimated $35.5M.
  • Amazon made up 1.28% of Kestra Advisory Services's portfolio in Q1 2026, its #8 holding.
  • Kestra Advisory Services first reported a position in Amazon in Q3 2020 and has held it in 23 quarters since.
  • 5,983 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.