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Nicolet Advisory Services’s Amazon AMZN Stock Holding History

Nicolet Advisory 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
2025
Q4 		$16M Buy
64,931
+10,391
+19% +$2.38M 1.08% 20
2025
Q3 		$12.1M Buy
54,540
+500
+0.9% +$113K 0.94% 21
2025
Q2 		$11.6M Buy
54,040
+924
+2% +$183K 0.99% 22
2025
Q1 		$9.63M Buy
53,116
+593
+1% +$129K 0.95% 23
2024
Q4 		$11.5M Buy
52,523
+1,084
+2% +$222K 1.06% 22
2024
Q3 		$9.36M Buy
51,439
+1,920
+4% +$350K 0.88% 26
2024
Q2 		$9.89M Buy
49,519
+1,055
+2% +$194K 0.95% 24
2024
Q1 		$9M Buy
48,464
+3,558
+8% +$594K 0.91% 22
2023
Q4 		$6.52M Sell
44,906
-5,665
-11% -$794K 0.7% 30
2023
Q3 		$6.42M Buy
50,571
+3,790
+8% +$508K 0.71% 28
2023
Q2 		$6M Buy
46,781
+590
+1% +$67.4K 0.66% 29
2023
Q1 		$4.71M Buy
46,191
+13,035
+39% +$1.26M 0.54% 32
2022
Q4 		$3.15M Buy
33,156
+6,835
+26% +$675K 0.42% 39
2022
Q3 		$2.99M Buy
26,321
+1,964
+8% +$248K 0.49% 31
2022
Q2 		$2.83M Buy
24,357
+4,097
+20% +$513K 0.42% 34
2022
Q1 		$3.13M Buy
20,260
+840
+4% +$130K 0.41% 33
2021
Q4 		$3.24M Sell
19,420
-5,100
-21% -$873K 0.4% 35
2021
Q3 		$4.03M Buy
24,520
+4,780
+24% +$825K 0.51% 32
2021
Q2 		$3.4M Buy
19,740
+1,800
+10% +$299K 0.44% 35
2021
Q1 		$2.77M Sell
17,940
-300
-2% -$47.6K 0.39% 37
2020
Q4 		$2.97M Buy
18,240
+3,500
+24% +$559K 0.42% 35
2020
Q3 		$2.32M Sell
14,740
-3,520
-19% -$555K 0.36% 39
2020
Q2 		$2.52M Sell
18,260
-300
-2% -$36.2K 0.39% 40
2020
Q1 		$1.81M Buy
18,560
+4,180
+29% +$405K 0.32% 49
2019
Q4 		$1.33M Buy
14,380
+1,300
+10% +$115K 0.21% 53
2019
Q3 		$1.14M Buy
13,080
+840
+7% +$77.9K 0.17% 56
2019
Q2 		$1.16M Sell
12,240
-1,560
-11% -$145K 0.18% 47
2019
Q1 		$1.23M Buy
+13,800
New +$1.15M 0.21% 42

Other funds holding AMZN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Nicolet Advisory Services's AMZN Position: Q4 2025 in Review

Nicolet Advisory Services increased its Amazon (AMZN) stake by 19% in Q4 2025, buying an estimated $2.38M and bringing the position to 64,931 shares worth $16M. The position accounts for 1.08% of the portfolio, ranked #20.

Nicolet Advisory Services first reported a position in AMZN in Q1 2019 and has held it in 28 quarters since. 6,063 funds tracked by Wall St. Rank hold AMZN as of Q4 2025.

  • Nicolet Advisory Services held 64,931 shares of Amazon worth $16M as of Q4 2025.
  • Nicolet Advisory Services bought 10,391 Amazon shares in Q4 2025, an estimated $2.38M.
  • Amazon made up 1.08% of Nicolet Advisory Services's portfolio in Q4 2025, its #20 holding.
  • Nicolet Advisory Services first reported a position in Amazon in Q1 2019 and has held it in 28 quarters since.
  • 6,063 funds tracked by Wall St. Rank held Amazon as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.