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SageView Advisory Group’s Amazon AMZN Stock Holding History

SageView Advisory Group’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 		$15.7M Sell
66,025
-40
-0.1% -$10K 0.52% 26
2026
Q1 		$13.8M Sell
66,065
-5,326
-7% -$1.17M 0.5% 21
2025
Q4 		$16.5M Sell
71,391
-2,510
-3% -$574K 0.56% 21
2025
Q3 		$16.2M Buy
73,901
+3,370
+5% +$763K 0.56% 21
2025
Q2 		$16.4M Sell
70,531
-1,419
-2% -$281K 0.62% 18
2025
Q1 		$13.7M Sell
71,950
-1,561
-2% -$339K 0.58% 22
2024
Q4 		$16.1M Buy
73,511
+21,592
+42% +$4.42M 0.69% 20
2024
Q3 		$9.67M Sell
51,919
-18,445
-26% -$3.37M 0.49% 29
2024
Q2 		$13.6M Buy
70,364
+10,238
+17% +$1.88M 0.63% 21
2024
Q1 		$10.8M Sell
60,126
-20,667
-26% -$3.45M 0.55% 27
2023
Q4 		$12.8M Buy
80,793
+36,141
+81% +$5.07M 0.55% 24
2023
Q3 		$5.68M Buy
44,652
+1,025
+2% +$137K 0.33% 42
2023
Q2 		$5.69M Buy
43,627
+6,410
+17% +$732K 0.32% 46
2023
Q1 		$3.84M Buy
37,217
+9,568
+35% +$924K 0.25% 65
2022
Q4 		$2.32M Buy
+27,649
New +$2.73M 0.19% 87

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

SageView Advisory Group's AMZN Position: Q2 2026 in Review

SageView Advisory Group reduced its Amazon (AMZN) stake by 0.06% in Q2 2026, selling an estimated $10K and leaving 66,025 shares worth $15.7M. The position accounts for 0.52% of the portfolio, ranked #26.

SageView Advisory Group first reported a position in AMZN in Q4 2022 and has held it in 15 quarters since. The position peaked at $16.5M in Q4 2025. 6,152 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • SageView Advisory Group held 66,025 shares of Amazon worth $15.7M as of Q2 2026.
  • SageView Advisory Group sold 40 Amazon shares in Q2 2026, an estimated $10K.
  • Amazon made up 0.52% of SageView Advisory Group's portfolio in Q2 2026, its #26 holding.
  • SageView Advisory Group first reported a position in Amazon in Q4 2022 and has held it in 15 quarters since.
  • SageView Advisory Group's Amazon position peaked at $16.5M in Q4 2025.
  • 6,152 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.