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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
Q2 		$182M Sell
763,107
-12,438
-2% -$3.12M 2% 3
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Kestra Private Wealth Services's AMZN Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Amazon (AMZN) stake by 1.6% in Q2 2026, selling an estimated $3.12M and leaving 763,107 shares worth $182M. The position accounts for 2% of the portfolio, ranked #3.

Kestra Private Wealth Services first reported a position in AMZN in Q3 2020 and has held it in 24 quarters since. 6,136 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Kestra Private Wealth Services held 763,107 shares of Amazon worth $182M as of Q2 2026.
  • Kestra Private Wealth Services sold 12,438 Amazon shares in Q2 2026, an estimated $3.12M.
  • Amazon made up 2% of Kestra Private Wealth Services's portfolio in Q2 2026, its #3 holding.
  • Kestra Private Wealth Services first reported a position in Amazon in Q3 2020 and has held it in 24 quarters since.
  • 6,136 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.