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United Financial Planning Group’s Amazon AMZN Stock Holding History

United Financial Planning 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 		$409K Hold
1,718
– – 0.21% 37
2026
Q1 		$358K Buy
1,718
+112
+7% +$24.7K 0.21% 35
2025
Q4 		$371K Buy
1,606
+523
+48% +$120K 0.22% 37
2025
Q3 		$238K Buy
+1,083
New +$245K 0.15% 39

Other funds holding AMZN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $1.89T AUM 35.08% 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 $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

United Financial Planning Group's AMZN Position: Q2 2026 in Review

United Financial Planning Group held its Amazon (AMZN) position steady in Q2 2026 at 1,718 shares worth $409K. The position accounts for 0.21% of the portfolio, ranked #37.

United Financial Planning Group first reported a position in AMZN in Q3 2025 and has held it in 4 quarters since. 6,164 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • United Financial Planning Group held 1,718 shares of Amazon worth $409K as of Q2 2026.
  • United Financial Planning Group left its Amazon share count unchanged in Q2 2026.
  • Amazon made up 0.21% of United Financial Planning Group's portfolio in Q2 2026, its #37 holding.
  • United Financial Planning Group first reported a position in Amazon in Q3 2025 and has held it in 4 quarters since.
  • 6,164 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.