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Kestra Private Wealth Services’s Amazon AMZN Stock Holding History

Kestra Private Wealth Services’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
Q1 		$162M Sell
775,545
-8,147
-1% -$1.79M 1.99% 3
2025
Q4 		$181M Sell
783,692
-22,917
-3% -$5.24M 2.24% 3
2025
Q3 		$177M Buy
806,609
+50,190
+7% +$11.4M 2.31% 4
2025
Q2 		$166M Buy
756,419
+32,776
+5% +$6.49M 2.39% 4
2025
Q1 		$138M Buy
723,643
+37,779
+6% +$8.2M 2.3% 3
2024
Q4 		$150M Buy
685,864
+4,770
+0.7% +$976K 2.56% 3
2024
Q3 		$127M Buy
681,094
+39,945
+6% +$7.29M 2.33% 3
2024
Q2 		$124M Buy
641,149
+80,961
+14% +$14.9M 2.48% 4
2024
Q1 		$101M Buy
560,188
+8,764
+2% +$1.46M 2.28% 3
2023
Q4 		$83.8M Buy
551,424
+19,591
+4% +$2.75M 2.14% 3
2023
Q3 		$67.6M Buy
531,833
+39,132
+8% +$5.24M 2.13% 3
2023
Q2 		$64.2M Buy
492,701
+71,393
+17% +$8.15M 2.2% 3
2023
Q1 		$43.5M Buy
421,308
+68,074
+19% +$6.58M 1.73% 3
2022
Q4 		$29.7M Sell
353,234
-5,811
-2% -$574K 1.5% 4
2022
Q3 		$40.6M Buy
359,045
+13,033
+4% +$1.65M 2.35% 3
2022
Q2 		$36.8M Buy
346,012
+3,332
+1% +$417K 2.1% 3
2022
Q1 		$55.9M Sell
342,680
-1,440
-0.4% -$223K 2.77% 2
2021
Q4 		$57.4M Sell
344,120
-6,480
-2% -$1.11M 2.75% 2
2021
Q3 		$57.6M Buy
350,600
+26,020
+8% +$4.49M 3.21% 2
2021
Q2 		$55.8M Buy
324,580
+19,600
+6% +$3.26M 3.4% 2
2021
Q1 		$47.2M Sell
304,980
-17,980
-6% -$2.85M 3.29% 2
2020
Q4 		$53.1M Buy
322,960
+27,980
+9% +$4.46M 3.91% 2
2020
Q3 		$46.4M Buy
+294,980
New +$46.5M 4.03% 2

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

Kestra Private Wealth Services's AMZN Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its Amazon (AMZN) stake by 1% in Q1 2026, selling an estimated $1.79M and leaving 775,545 shares worth $162M. The position accounts for 1.99% of the portfolio, ranked #3.

Kestra Private Wealth Services first reported a position in AMZN in Q3 2020 and has held it in 23 quarters since. The position peaked at $181M in Q4 2025. 5,983 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Kestra Private Wealth Services held 775,545 shares of Amazon worth $162M as of Q1 2026.
  • Kestra Private Wealth Services sold 8,147 Amazon shares in Q1 2026, an estimated $1.79M.
  • Amazon made up 1.99% of Kestra Private Wealth Services's portfolio in Q1 2026, its #3 holding.
  • Kestra Private Wealth Services first reported a position in Amazon in Q3 2020 and has held it in 23 quarters since.
  • Kestra Private Wealth Services's Amazon position peaked at $181M in Q4 2025.
  • 5,983 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.