SC&H Financial Advisors’s Amazon AMZN Stock Holding History

SC&H Financial 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 Q1	$1.66M	Buy	7,961 +1,402	+21%	+$309K	0.25%	53
2025 Q4	$1.51M	Buy	6,559 +1,329	+25%	+$304K	0.23%	52
2025 Q3	$1.15M	Sell	5,230 -319	-6%	-$72.2K	0.19%	59
2025 Q2	$1.22M	Buy	5,549 +1,806	+48%	+$357K	0.21%	57
2025 Q1	$712K	Buy	3,743 +89	+2%	+$19.3K	0.14%	78
2024 Q4	$802K	Buy	3,654 +974	+36%	+$199K	0.17%	74
2024 Q3	$499K	Sell	2,680 -888	-25%	-$162K	0.11%	89
2024 Q2	$690K	Buy	3,568 +565	+19%	+$104K	0.17%	77
2024 Q1	$542K	Buy	3,003 +1,020	+51%	+$170K	0.14%	86
2023 Q4	$301K	Sell	1,983 -240	-11%	-$33.6K	0.09%	111
2023 Q3	$283K	Hold	2,223	–	–	0.09%	114
2023 Q2	$290K	Sell	2,223 -497	-18%	-$56.8K	0.1%	114
2023 Q1	$281K	Buy	+2,720	New	+$263K	0.1%	112
2022 Q4	–	Sell	-2,660	Closed	-$301K	–	126
2022 Q3	$301K	Sell	2,660 -600	-18%	-$75.8K	0.15%	100
2022 Q2	$346K	Sell	3,260 -680	-17%	-$85.1K	0.16%	104
2022 Q1	$642K	Sell	3,940 -1,860	-32%	-$287K	0.31%	66
2021 Q4	$967K	Buy	+5,800	New	+$993K	0.53%	43

Other funds holding AMZN

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return