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Unify Financial Advisors’s Amazon AMZN Stock Holding History

Unify 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 		$1.62M Sell
6,816
-119
-2% -$29.9K 1.5% 18
2026
Q1 		$1.44M Buy
6,935
+454
+7% +$100K 1.5% 16
2025
Q4 		$1.5M Buy
+6,481
New +$1.48M 1.56% 18

Other funds holding AMZN

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Unify Financial Advisors's AMZN Position: Q2 2026 in Review

Unify Financial Advisors reduced its Amazon (AMZN) stake by 1.7% in Q2 2026, selling an estimated $29.9K and leaving 6,816 shares worth $1.62M. The position accounts for 1.5% of the portfolio, ranked #18.

Unify Financial Advisors first reported a position in AMZN in Q4 2025 and has held it in 3 quarters since. 1,644 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Unify Financial Advisors held 6,816 shares of Amazon worth $1.62M as of Q2 2026.
  • Unify Financial Advisors sold 119 Amazon shares in Q2 2026, an estimated $29.9K.
  • Amazon made up 1.5% of Unify Financial Advisors's portfolio in Q2 2026, its #18 holding.
  • Unify Financial Advisors first reported a position in Amazon in Q4 2025 and has held it in 3 quarters since.
  • 1,644 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Unify Financial Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.