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	$1.19M	Buy	5,000 +2,500	+100%	+$628K	0.13%	190
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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.