United Asset Strategies’s Amazon AMZN Stock Holding History

United Asset Strategies’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	$57.8M	Buy	242,330 +2,142	+0.9%	+$538K	4.08%	4
2026 Q1	$50M	Buy	240,188 +19,080	+9%	+$4.2M	3.98%	4
2025 Q4	$51M	Sell	221,108 -278	-0.1%	-$63.6K	3.94%	4
2025 Q3	$48.6M	Buy	221,386 +329	+0.1%	+$74.5K	3.9%	5
2025 Q2	$48.5M	Buy	221,057 +20,355	+10%	+$4.03M	4.14%	3
2025 Q1	$38.2M	Buy	200,702 +2,487	+1%	+$540K	3.55%	5
2024 Q4	$43.5M	Buy	198,215 +2,599	+1%	+$532K	3.99%	3
2024 Q3	$36.4M	Buy	195,616 +20,260	+12%	+$3.7M	3.39%	4
2024 Q2	$33.9M	Buy	175,356 +13,059	+8%	+$2.4M	3.34%	4
2024 Q1	$29.3M	Sell	162,297 -2,828	-2%	-$472K	2.92%	4
2023 Q4	$25.1M	Sell	165,125 -4,336	-3%	-$608K	2.82%	4
2023 Q3	$21.5M	Sell	169,461 -5,897	-3%	-$790K	2.78%	4
2023 Q2	$22.9M	Sell	175,358 -1,253	-0.7%	-$143K	2.85%	4
2023 Q1	$18.2M	Buy	176,611 +59,812	+51%	+$5.78M	2.41%	4
2022 Q4	$9.81M	Sell	116,799 -74,472	-39%	-$7.36M	1.37%	20
2022 Q3	$21.6M	Sell	191,271 -500	-0.3%	-$63.2K	3.32%	2
2022 Q2	$20.4M	Buy	191,771 +37,431	+24%	+$4.68M	2.97%	3
2022 Q1	$25.2M	Buy	154,340 +8,300	+6%	+$1.28M	3.2%	3
2021 Q4	$24.3M	Buy	146,040 +1,720	+1%	+$294K	2.9%	3
2021 Q3	$23.7M	Buy	144,320 +4,940	+4%	+$852K	3.06%	3
2021 Q2	$24M	Buy	139,380 +5,700	+4%	+$947K	3.2%	3
2021 Q1	$20.7M	Buy	133,680 +40,040	+43%	+$6.35M	3%	3
2020 Q4	$15.2M	Buy	93,640 +10,840	+13%	+$1.73M	2.4%	6
2020 Q3	$13M	Sell	82,800 -17,440	-17%	-$2.75M	2.4%	5
2020 Q2	$13.8M	Sell	100,240 -640	-0.6%	-$77.3K	2.72%	5
2020 Q1	$9.83M	Buy	100,880 +1,160	+1%	+$112K	2.44%	6
2019 Q4	$9.21M	Buy	99,720 +8,540	+9%	+$756K	1.79%	10
2019 Q3	$7.91M	Buy	91,180 +1,280	+1%	+$119K	1.73%	10
2019 Q2	$8.51M	Sell	89,900 -800	-0.9%	-$74.5K	1.96%	11
2019 Q1	$8.08M	Buy	90,700 +10,780	+13%	+$897K	1.9%	10
2018 Q4	$6M	Buy	79,920 +4,520	+6%	+$376K	1.64%	13
2018 Q3	$7.55M	Buy	75,400 +9,700	+15%	+$912K	1.78%	12
2018 Q2	$5.58M	Buy	65,700 +160	+0.2%	+$12.7K	1.48%	17
2018 Q1	$4.74M	Sell	65,540 -2,220	-3%	-$159K	1.4%	22
2017 Q4	$3.96M	Buy	67,760 +5,520	+9%	+$304K	1.06%	28
2017 Q3	$2.99M	Buy	62,240 +3,380	+6%	+$166K	1.7%	19
2017 Q2	$2.85M	Buy	58,860 +1,580	+3%	+$75.4K	0.85%	40
2017 Q1	$2.54M	Buy	57,280 +1,160	+2%	+$48.3K	0.77%	43
2016 Q4	$2.1M	Sell	56,120 -1,680	-3%	-$65.8K	0.69%	45
2016 Q3	$2.42M	Buy	57,800 +340	+0.6%	+$13K	0.85%	41
2016 Q2	$2.06M	Sell	57,460 -58,960	-51%	-$1.99M	0.77%	44
2016 Q1	$3.46M	Buy	116,420 +106,500	+1,074%	+$3.02M	1.54%	24
2015 Q4	$335K	Buy	+9,920	New	+$313K	0.15%	105
2015 Q3	–	Sell	-103,220	Closed	-$2.24M	–	128
2015 Q2	$2.24M	Sell	103,220 -2,300	-2%	-$48.1K	1%	40
2015 Q1	$2.23M	Sell	105,520 -97,380	-48%	-$1.71M	1.03%	38
2014 Q4	$3.15M	Sell	202,900 -6,820	-3%	-$106K	1.35%	27
2014 Q3	$3.38M	Buy	+209,720	New	+$3.49M	1.52%	23
2014 Q2	–	Sell	-27,360	Closed	-$460K	–	120
2014 Q1	$460K	Buy	27,360 +3,500	+15%	+$65K	0.26%	72
2013 Q4	$476K	Buy	23,860 +300	+1%	+$5.39K	0.33%	64
2013 Q3	$368K	Sell	23,560 -92,880	-80%	-$1.38M	0.23%	74
2013 Q2	$1.62M	Buy	+116,440	New	+$1.55M	1.07%	36

Other funds holding AMZN

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

United Asset Strategies's AMZN Position: Q2 2026 in Review

United Asset Strategies increased its Amazon (AMZN) stake by 0.89% in Q2 2026, buying an estimated $538K and bringing the position to 242,330 shares worth $57.8M. The position accounts for 4.08% of the portfolio, ranked #4.

United Asset Strategies first reported a position in AMZN in Q2 2013 and has held it in 51 quarters since. 2,925 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

United Asset Strategies held 242,330 shares of Amazon worth $57.8M as of Q2 2026.
United Asset Strategies bought 2,142 Amazon shares in Q2 2026, an estimated $538K.
Amazon made up 4.08% of United Asset Strategies's portfolio in Q2 2026, its #4 holding.
United Asset Strategies first reported a position in Amazon in Q2 2013 and has held it in 51 quarters since.
2,925 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.