Kestra Investment Management’s Amazon AMZN Stock Holding History

Kestra Investment 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	$12M	Buy	50,362 +16,160	+47%	+$4.06M	0.23%	56
2026 Q1	$7.12M	Sell	34,202 -15,380	-31%	-$3.39M	0.12%	64
2025 Q4	$11.4M	Buy	49,582 +27	+0.1%	+$6.18K	0.28%	53
2025 Q3	$10.9M	Sell	49,555 -62,406	-56%	-$14.1M	0.29%	51
2025 Q2	$22.8M	Buy	111,961 +50,421	+82%	+$9.98M	0.35%	49
2025 Q1	$11.7M	Buy	61,540 +27,681	+82%	+$6.01M	0.37%	46
2024 Q4	$7.43M	Buy	33,859 +420	+1%	+$85.9K	0.29%	53
2024 Q3	$6.23M	Buy	33,439 +4,337	+15%	+$791K	0.27%	54
2024 Q2	$5.62M	Buy	+29,102	New	+$5.35M	0.38%	52

Other funds holding AMZN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Kestra Investment Management's AMZN Position: Q2 2026 in Review

Kestra Investment Management increased its Amazon (AMZN) stake by 47% in Q2 2026, buying an estimated $4.06M and bringing the position to 50,362 shares worth $12M. The position accounts for 0.23% of the portfolio, ranked #56.

Kestra Investment Management first reported a position in AMZN in Q2 2024 and has held it in 9 quarters since. The position peaked at $22.8M in Q2 2025. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Kestra Investment Management held 50,362 shares of Amazon worth $12M as of Q2 2026.
Kestra Investment Management bought 16,160 Amazon shares in Q2 2026, an estimated $4.06M.
Amazon made up 0.23% of Kestra Investment Management's portfolio in Q2 2026, its #56 holding.
Kestra Investment Management first reported a position in Amazon in Q2 2024 and has held it in 9 quarters since.
Kestra Investment Management's Amazon position peaked at $22.8M in Q2 2025.
6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.