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McCarter Private Wealth Services’s Amazon AMZN Stock Holding History

McCarter 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 		$3.58M Buy
15,004
+898
+6% +$225K 1.23% 29
2026
Q1 		$2.94M Buy
14,106
+764
+6% +$168K 1.28% 22
2025
Q4 		$3.08M Buy
13,342
+1,739
+15% +$398K 1.38% 22
2025
Q3 		$2.55M Buy
11,603
+1,123
+11% +$254K 1.3% 26
2025
Q2 		$2.3M Sell
10,480
-22
-0.2% -$4.35K 1.31% 26
2025
Q1 		$2M Buy
10,502
+630
+6% +$137K 1.31% 26
2024
Q4 		$2.17M Buy
9,872
+997
+11% +$204K 1.37% 24
2024
Q3 		$1.65M Buy
+8,875
New +$1.62M 1.05% 30

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

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

McCarter Private Wealth Services increased its Amazon (AMZN) stake by 6.4% in Q2 2026, buying an estimated $225K and bringing the position to 15,004 shares worth $3.58M. The position accounts for 1.23% of the portfolio, ranked #29.

McCarter Private Wealth Services first reported a position in AMZN in Q3 2024 and has held it in 8 quarters since. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • McCarter Private Wealth Services held 15,004 shares of Amazon worth $3.58M as of Q2 2026.
  • McCarter Private Wealth Services bought 898 Amazon shares in Q2 2026, an estimated $225K.
  • Amazon made up 1.23% of McCarter Private Wealth Services's portfolio in Q2 2026, its #29 holding.
  • McCarter Private Wealth Services first reported a position in Amazon in Q3 2024 and has held it in 8 quarters since.
  • 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on McCarter Private Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.