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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
Q2 		$17.1M Sell
71,943
-1,726
-2% -$433K 1.81% 5
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
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

United Advisor Group's AMZN Position: Q2 2026 in Review

United Advisor Group reduced its Amazon (AMZN) stake by 2.3% in Q2 2026, selling an estimated $433K and leaving 71,943 shares worth $17.1M. The position accounts for 1.81% of the portfolio, ranked #5.

United Advisor Group first reported a position in AMZN in Q4 2023 and has held it in 11 quarters since. 6,147 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • United Advisor Group held 71,943 shares of Amazon worth $17.1M as of Q2 2026.
  • United Advisor Group sold 1,726 Amazon shares in Q2 2026, an estimated $433K.
  • Amazon made up 1.81% of United Advisor Group's portfolio in Q2 2026, its #5 holding.
  • United Advisor Group first reported a position in Amazon in Q4 2023 and has held it in 11 quarters since.
  • 6,147 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.