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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
Q2 		$1.5M Sell
6,297
-1,664
-21% -$418K 0.2% 54
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
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

SC&H Financial Advisors's AMZN Position: Q2 2026 in Review

SC&H Financial Advisors reduced its Amazon (AMZN) stake by 21% in Q2 2026, selling an estimated $418K and leaving 6,297 shares worth $1.5M. The position accounts for 0.2% of the portfolio, ranked #54.

SC&H Financial Advisors first reported a position in AMZN in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.66M in Q1 2026. 6,127 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • SC&H Financial Advisors held 6,297 shares of Amazon worth $1.5M as of Q2 2026.
  • SC&H Financial Advisors sold 1,664 Amazon shares in Q2 2026, an estimated $418K.
  • Amazon made up 0.2% of SC&H Financial Advisors's portfolio in Q2 2026, its #54 holding.
  • SC&H Financial Advisors first reported a position in Amazon in Q4 2021 and has held it in 18 quarters since.
  • SC&H Financial Advisors's Amazon position peaked at $1.66M in Q1 2026.
  • 6,127 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on SC&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.