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United Capital Financial Advisors’s Amazon AMZN Stock Holding History

United Capital Financial Advisors’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
2020
Q1 		– Sell
-100
Closed -$924K – 1194
2019
Q4 		$924K Buy
+100
New +$8.85K 0.01% 806

Other funds holding AMZN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 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 $1.81T AUM 41.13% 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 Capital Financial Advisors's AMZN Position: Q1 2026 in Review

United Capital Financial Advisors increased its Amazon (AMZN) stake by 0.68% in Q1 2026, buying an estimated $995K and bringing the position to 670,394 shares worth $140M. The position accounts for 0.86% of the portfolio, ranked #21.

United Capital Financial Advisors first reported a position in AMZN in Q2 2013 and has held it in 50 quarters since. The position peaked at $154M in Q4 2025. 6,001 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • United Capital Financial Advisors held 670,394 shares of Amazon worth $140M as of Q1 2026.
  • United Capital Financial Advisors bought 4,521 Amazon shares in Q1 2026, an estimated $995K.
  • Amazon made up 0.86% of United Capital Financial Advisors's portfolio in Q1 2026, its #21 holding.
  • United Capital Financial Advisors first reported a position in Amazon in Q2 2013 and has held it in 50 quarters since.
  • United Capital Financial Advisors's Amazon position peaked at $154M in Q4 2025.
  • 6,001 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.