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US Financial Advisors’s Amazon AMZN Stock Holding History

US 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
2025
Q1 		$354K Buy
+1,860
New +$404K 0.1% 67
2022
Q1 		– Sell
-1,220
Closed -$203K – 73
2021
Q4 		$203K Buy
+1,220
New +$209K 0.09% 78
2021
Q2 		– Sell
-3,400
Closed -$526K – 78
2021
Q1 		$526K Sell
3,400
-260
-7% -$41.2K 0.15% 76
2020
Q4 		$596K Buy
+3,660
New +$584K 0.18% 62
2016
Q2 		– Sell
-1,140
Closed -$34K – 66
2016
Q1 		$34K Buy
1,140
+320
+39% +$9.08K 0.06% 109
2015
Q4 		$28K Hold
820
– – 0.03% 198
2015
Q3 		$21K Hold
820
– – 0.03% 198
2015
Q2 		$18K Buy
+820
New +$17.1K 0.02% 191

Other funds holding AMZN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

US Financial Advisors's AMZN Position: Q1 2025 in Review

US Financial Advisors opened a new position in Amazon (AMZN) in Q1 2025: 1,860 shares worth $354K. The stake represents 0.1% of the portfolio and ranks #67 among its holdings. This is a return to the name: US Financial Advisors previously reported a position in AMZN as recently as Q4 2021.

US Financial Advisors first reported a position in AMZN in Q2 2015 and has held it in 8 quarters since. The position peaked at $596K in Q4 2020. 5,468 funds tracked by Wall St. Rank hold AMZN as of Q1 2025.

  • US Financial Advisors held 1,860 shares of Amazon worth $354K as of Q1 2025.
  • Amazon was a new US Financial Advisors position in Q1 2025.
  • Amazon made up 0.1% of US Financial Advisors's portfolio in Q1 2025, its #67 holding.
  • US Financial Advisors first reported a position in Amazon in Q2 2015 and has held it in 8 quarters since.
  • US Financial Advisors's Amazon position peaked at $596K in Q4 2020.
  • 5,468 funds tracked by Wall St. Rank held Amazon as of Q1 2025.

Based on US Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.