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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
Q1 		$521K Sell
2,500
-9,400
-79% -$2.07M 0.06% 281
2025
Q4 		$2.75M Buy
+11,900
New +$2.72M 0.34% 76

Other funds holding AMZN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
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
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.