United Advisor Group’s Amazon AMZN Stock Holding History

United Advisor 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 Q1	$15.3M	Buy	73,669 +4,312	+6%	+$949K	1.89%	4
2025 Q4	$16M	Sell	69,357 -565	-0.8%	-$129K	2%	5
2025 Q3	$15.4M	Buy	69,922 +21,357	+44%	+$4.83M	2.07%	5
2025 Q2	$10.7M	Buy	48,565 +1,700	+4%	+$336K	1.84%	8
2025 Q1	$8.92M	Sell	46,865 -12,532	-21%	-$2.72M	1.83%	7
2024 Q4	$13M	Sell	59,397 -1,641	-3%	-$336K	2.58%	3
2024 Q3	$11.4M	Buy	61,038 +20,947	+52%	+$3.82M	2.57%	3
2024 Q2	$7.75M	Sell	40,091 -3,141	-7%	-$577K	2.41%	6
2024 Q1	$7.8M	Buy	43,232 +23,964	+124%	+$4M	2.93%	4
2023 Q4	$2.94M	Buy	+19,268	New	+$2.7M	3.53%	7

Other funds holding AMZN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

United Advisor Group's AMZN Position: Q1 2026 in Review

United Advisor Group increased its Amazon (AMZN) stake by 6.2% in Q1 2026, buying an estimated $949K and bringing the position to 73,669 shares worth $15.3M. The position accounts for 1.89% of the portfolio, ranked #4.

United Advisor Group first reported a position in AMZN in Q4 2023 and has held it in 10 quarters since. The position peaked at $16M in Q4 2025. 5,983 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

United Advisor Group held 73,669 shares of Amazon worth $15.3M as of Q1 2026.
United Advisor Group bought 4,312 Amazon shares in Q1 2026, an estimated $949K.
Amazon made up 1.89% of United Advisor Group's portfolio in Q1 2026, its #4 holding.
United Advisor Group first reported a position in Amazon in Q4 2023 and has held it in 10 quarters since.
United Advisor Group's Amazon position peaked at $16M in Q4 2025.
5,983 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.