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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
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

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

SageView Advisory Group's AMZN Position: Q4 2025 in Review

SageView Advisory Group reduced its Amazon (AMZN) stake by 3.4% in Q4 2025, selling an estimated $574K and leaving 71,391 shares worth $16.5M. The position accounts for 0.56% of the portfolio, ranked #21.

SageView Advisory Group first reported a position in AMZN in Q4 2022 and has held it in 13 quarters since. 6,064 funds tracked by Wall St. Rank hold AMZN as of Q4 2025.

  • SageView Advisory Group held 71,391 shares of Amazon worth $16.5M as of Q4 2025.
  • SageView Advisory Group sold 2,510 Amazon shares in Q4 2025, an estimated $574K.
  • Amazon made up 0.56% of SageView Advisory Group's portfolio in Q4 2025, its #21 holding.
  • SageView Advisory Group first reported a position in Amazon in Q4 2022 and has held it in 13 quarters since.
  • 6,064 funds tracked by Wall St. Rank held Amazon as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.