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
2021 Q3	–	Sell	-2,000	Closed	-$1K	–	205
2021 Q2	$1K	Buy	+2,000	New	+$332K	﹤0.01%	191
2021 Q1	–	Sell	-2,000	Closed	-$2K	–	181
2020 Q4	$2K	Hold	2,000	–	–	﹤0.01%	176
2020 Q3	$2K	Hold	2,000	–	–	﹤0.01%	176
2020 Q2	$3K	Buy	+2,000	New	+$242K	﹤0.01%	208

Other funds holding AMZN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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.