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Operose Advisors’s Amazon AMZN Stock Holding History

Operose Advisors’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 		$3.56M Buy
14,929
+940
+7% +$236K 0.69% 22
2026
Q1 		$2.91M Buy
13,989
+2,322
+20% +$511K 0.68% 19
2025
Q4 		$2.69M Buy
11,667
+2,242
+24% +$513K 0.63% 24
2025
Q3 		$2.07M Buy
9,425
+881
+10% +$199K 0.52% 28
2025
Q2 		$1.87M Sell
8,544
-48
-0.6% -$9.5K 0.53% 30
2025
Q1 		$1.63M Sell
8,592
-114
-1% -$24.7K 0.54% 29
2024
Q4 		$1.91M Buy
8,706
+761
+10% +$156K 0.65% 27
2024
Q3 		$1.48M Sell
7,945
-40
-0.5% -$7.3K 0.48% 28
2024
Q2 		$1.54M Buy
7,985
+160
+2% +$29.4K 0.55% 22
2024
Q1 		$1.41M Buy
7,825
+4,105
+110% +$685K 0.48% 26
2023
Q4 		$565K Sell
3,720
-2,956
-44% -$414K 0.23% 48
2023
Q3 		$849K Buy
6,676
+4,611
+223% +$618K 0.34% 32
2023
Q2 		$269K Buy
2,065
+245
+13% +$28K 0.12% 69
2023
Q1 		$188K Sell
1,820
-420
-19% -$40.6K 0.09% 77
2022
Q4 		$188K Sell
2,240
-540
-19% -$53.3K 0.1% 70
2022
Q3 		$314K Buy
2,780
+80
+3% +$10.1K 0.21% 38
2022
Q2 		$287K Hold
2,700
– – 0.2% 39
2022
Q1 		$440K Buy
2,700
+240
+10% +$37.1K 0.3% 32
2021
Q4 		$410K Buy
+2,460
New +$421K 0.33% 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

Operose Advisors's AMZN Position: Q2 2026 in Review

Operose Advisors increased its Amazon (AMZN) stake by 6.7% in Q2 2026, buying an estimated $236K and bringing the position to 14,929 shares worth $3.56M. The position accounts for 0.69% of the portfolio, ranked #22.

Operose Advisors first reported a position in AMZN in Q4 2021 and has held it in 19 quarters since. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Operose Advisors held 14,929 shares of Amazon worth $3.56M as of Q2 2026.
  • Operose Advisors bought 940 Amazon shares in Q2 2026, an estimated $236K.
  • Amazon made up 0.69% of Operose Advisors's portfolio in Q2 2026, its #22 holding.
  • Operose Advisors first reported a position in Amazon in Q4 2021 and has held it in 19 quarters since.
  • 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.