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Uptown Financial Advisors’s Amazon AMZN Stock Holding History

Uptown 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
2026
Q2 		$241K Sell
1,011
-55
-5% -$13.8K 0.16% 71
2026
Q1 		$222K Hold
1,066
– – 0.18% 70
2025
Q4 		$246K Hold
1,066
– – 0.18% 66
2025
Q3 		$234K Sell
1,066
-416
-28% -$94.2K 0.19% 64
2025
Q2 		$325K Buy
1,482
+226
+18% +$44.7K 0.28% 51
2025
Q1 		$239K Buy
1,256
+210
+20% +$45.6K 0.24% 62
2024
Q4 		$229K Buy
+1,046
New +$214K 0.25% 57

Other funds holding AMZN

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Uptown Financial Advisors's AMZN Position: Q2 2026 in Review

Uptown Financial Advisors reduced its Amazon (AMZN) stake by 5.2% in Q2 2026, selling an estimated $13.8K and leaving 1,011 shares worth $241K. The position accounts for 0.16% of the portfolio, ranked #71.

Uptown Financial Advisors first reported a position in AMZN in Q4 2024 and has held it in 7 quarters since. The position peaked at $325K in Q2 2025. 1,587 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Uptown Financial Advisors held 1,011 shares of Amazon worth $241K as of Q2 2026.
  • Uptown Financial Advisors sold 55 Amazon shares in Q2 2026, an estimated $13.8K.
  • Amazon made up 0.16% of Uptown Financial Advisors's portfolio in Q2 2026, its #71 holding.
  • Uptown Financial Advisors first reported a position in Amazon in Q4 2024 and has held it in 7 quarters since.
  • Uptown Financial Advisors's Amazon position peaked at $325K in Q2 2025.
  • 1,587 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Uptown Financial Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.