United Capital Financial Advisors’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $162M | Buy |
677,750
+7,356
| +1% | +$1.85M | 0.89% | 19 |
|
|
2026
Q1 | $140M | Buy |
670,394
+4,521
| +0.7% | +$995K | 0.86% | 21 |
|
|
2025
Q4 | $154M | Buy |
665,873
+56,594
| +9% | +$12.9M | 0.93% | 20 |
|
|
2025
Q3 | $134M | Buy |
609,279
+54,829
| +10% | +$12.4M | 0.96% | 17 |
|
|
2025
Q2 | $122M | Sell |
554,450
-436
| -0.1% | -$86.3K | 0.98% | 17 |
|
|
2025
Q1 | $106M | Buy |
554,886
+8,552
| +2% | +$1.86M | 0.9% | 24 |
|
|
2024
Q4 | $120M | Buy |
546,334
+6,721
| +1% | +$1.38M | 1.01% | 19 |
|
|
2024
Q3 | $101M | Buy |
539,613
+11,835
| +2% | +$2.16M | 0.83% | 25 |
|
|
2024
Q2 | $102M | Sell |
527,778
-17,071
| -3% | -$3.14M | 0.88% | 22 |
|
|
2024
Q1 | $98.3M | Sell |
544,849
-25,381
| -4% | -$4.24M | 0.81% | 24 |
|
|
2023
Q4 | $86.6M | Sell |
570,230
-99,525
| -15% | -$14M | 0.72% | 27 |
|
|
2023
Q3 | $85.1M | Sell |
669,755
-55,010
| -8% | -$7.37M | 0.56% | 35 |
|
|
2023
Q2 | $94.5M | Sell |
724,765
-42,106
| -5% | -$4.81M | 0.52% | 33 |
|
|
2023
Q1 | $79.2M | Sell |
766,871
-19,853
| -3% | -$1.92M | 0.44% | 42 |
|
|
2022
Q4 | $66.1M | Sell |
786,724
-56,625
| -7% | -$5.59M | 0.37% | 54 |
|
|
2022
Q3 | $95.3M | Sell |
843,349
-33,086
| -4% | -$4.18M | 0.56% | 36 |
|
|
2022
Q2 | $93.1M | Buy |
876,435
+70,575
| +9% | +$8.83M | 0.51% | 36 |
|
|
2022
Q1 | $131M | Buy |
805,860
+10,100
| +1% | +$1.56M | 0.64% | 31 |
|
|
2021
Q4 | $133M | Buy |
795,760
+13,660
| +2% | +$2.34M | 0.61% | 29 |
|
|
2021
Q3 | $128M | Buy |
782,100
+16,140
| +2% | +$2.78M | 0.64% | 28 |
|
|
2021
Q2 | $132M | Buy |
765,960
+27,000
| +4% | +$4.49M | 0.66% | 28 |
|
|
2021
Q1 | $114M | Buy |
738,960
+67,300
| +10% | +$10.7M | 0.63% | 26 |
|
|
2020
Q4 | $109M | Buy |
671,660
+87,880
| +15% | +$14M | 0.66% | 23 |
|
|
2020
Q3 | $91.9M | Sell |
583,780
-17,340
| -3% | -$2.73M | 0.6% | 24 |
|
|
2020
Q2 | $82.9M | Sell |
601,120
-1,900
| -0.3% | -$229K | 0.6% | 25 |
|
|
2020
Q1 | $56.9M | Buy |
603,020
+32,060
| +6% | +$3.1M | 0.47% | 46 |
|
|
2019
Q4 | $52.8M | Buy |
570,960
+105,240
| +23% | +$9.31M | 0.34% | 63 |
|
|
2019
Q3 | $40.4M | Sell |
465,720
-57,200
| -11% | -$5.3M | 0.28% | 80 |
|
|
2019
Q2 | $49.5M | Buy |
522,920
+32,700
| +7% | +$3.05M | 0.32% | 65 |
|
|
2019
Q1 | $43.6M | Buy |
490,220
+48,900
| +11% | +$4.07M | 0.31% | 76 |
|
|
2018
Q4 | $33.1M | Buy |
441,320
+92,440
| +26% | +$7.69M | 0.26% | 84 |
|
|
2018
Q3 | $34.9M | Buy |
348,880
+11,960
| +4% | +$1.12M | 0.25% | 92 |
|
|
2018
Q2 | $28.6M | Buy |
336,920
+14,300
| +4% | +$1.14M | 0.21% | 112 |
|
|
2018
Q1 | $23.3M | Buy |
322,620
+12,180
| +4% | +$871K | 0.18% | 131 |
|
|
2017
Q4 | $18.4M | Buy |
310,440
+15,760
| +5% | +$867K | 0.15% | 163 |
|
|
2017
Q3 | $14.2M | Sell |
294,680
-320
| -0.1% | -$15.7K | 0.12% | 201 |
|
|
2017
Q2 | $14.3M | Buy |
295,000
+20,520
| +7% | +$979K | 0.13% | 184 |
|
|
2017
Q1 | $12.2M | Sell |
274,480
-12,340
| -4% | -$514K | 0.11% | 212 |
|
|
2016
Q4 | $10.8M | Sell |
286,820
-2,820
| -1% | -$111K | 0.1% | 236 |
|
|
2016
Q3 | $12.1M | Buy |
289,640
+12,640
| +5% | +$484K | 0.12% | 204 |
|
|
2016
Q2 | $9.92M | Buy |
277,000
+35,900
| +15% | +$1.21M | 0.1% | 240 |
|
|
2016
Q1 | $7.16M | Buy |
241,100
+24,100
| +11% | +$684K | 0.08% | 269 |
|
|
2015
Q4 | $7.33M | Buy |
217,000
+2,660
| +1% | +$83.8K | 0.08% | 262 |
|
|
2015
Q3 | $5.49M | Buy |
214,340
+16,020
| +8% | +$405K | 0.07% | 301 |
|
|
2015
Q2 | $4.3M | Buy |
198,320
+5,920
| +3% | +$124K | 0.05% | 373 |
|
|
2015
Q1 | $4.06M | Buy |
192,400
+21,520
| +13% | +$378K | 0.05% | 378 |
|
|
2014
Q4 | $2.65M | Buy |
170,880
+35,340
| +26% | +$551K | 0.04% | 398 |
|
|
2014
Q3 | $2.19M | Buy |
+135,540
| New | +$2.25M | 0.04% | 422 |
|
|
2014
Q2 | – | Sell |
-29,440
| Closed | -$495K | – | 785 |
|
|
2014
Q1 | $495K | Buy |
+29,440
| New | +$546K | 0.01% | 637 |
|
|
2013
Q4 | – | Sell |
-29,220
| Closed | -$457K | – | 640 |
|
|
2013
Q3 | $457K | Sell |
29,220
-12,340
| -30% | -$184K | 0.01% | 460 |
|
|
2013
Q2 | $577K | Buy |
+41,560
| New | +$554K | 0.02% | 486 |
|
Other funds holding AMZN
United Capital Financial Advisors's AMZN Position: Q2 2026 in Review
United Capital Financial Advisors increased its Amazon (AMZN) stake by 1.1% in Q2 2026, buying an estimated $1.85M and bringing the position to 677,750 shares worth $162M. The position accounts for 0.89% of the portfolio, ranked #19.
United Capital Financial Advisors first reported a position in AMZN in Q2 2013 and has held it in 51 quarters since. 6,101 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.
- United Capital Financial Advisors held 677,750 shares of Amazon worth $162M as of Q2 2026.
- United Capital Financial Advisors bought 7,356 Amazon shares in Q2 2026, an estimated $1.85M.
- Amazon made up 0.89% of United Capital Financial Advisors's portfolio in Q2 2026, its #19 holding.
- United Capital Financial Advisors first reported a position in Amazon in Q2 2013 and has held it in 51 quarters since.
- 6,101 funds tracked by Wall St. Rank held Amazon as of Q2 2026.
Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.