SEC 13F Intelligence

United Capital Financial Advisors, LLC / AMZN

United Capital Financial Advisors, LLC’s Amazon Com Inc Position

Does United Capital Financial Advisors, LLC own Amazon Com Inc (AMZN)? Yes — 670.4K shares worth $140M (+0.86% of its 13F portfolio) as of Q1 2026, up from 665.9K shares the prior filed quarter.

Position Value
$140M
Q1 2026
Shares
670.4K
% of Portfolio
+0.86%
Quarters Held
30
currently held

Position History AMZN

Reported value by quarter
Q4 ’18: $33MQ4 ’18Q1 ’19: $44MQ2 ’19: $50MQ3 ’19: $40MQ4 ’19: $53MQ4 ’19Q1 ’20: $57MQ2 ’20: $83MQ3 ’20: $92MQ4 ’20: $109MQ4 ’20Q1 ’21: $114MQ2 ’21: $132MQ3 ’21: $128MQ4 ’21: $133MQ4 ’21Q1 ’22: $131MQ2 ’22: $93MQ3 ’22: $95MQ4 ’22: $66MQ4 ’22Q1 ’23: $80MQ2 ’23: $79MQ3 ’23: $85MQ4 ’23: $87MQ4 ’23Q1 ’24: $98MQ2 ’24: $102MQ3 ’24: $101MQ4 ’24: $120MQ4 ’24Q1 ’25: $106MQ2 ’25: $122MQ3 ’25: $134MQ4 ’25: $154MQ4 ’25Q1 ’26: $140Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026670.4K$140M+0.86%
Q4 2025665.9K$154M+0.93%
Q3 2025609.3K$134M+0.96%
Q2 2025554.5K$122M+0.98%
Q1 2025554.9K$106M+0.90%
Q4 2024546.3K$120M+1.01%
Q3 2024539.6K$101M+0.83%
Q2 2024527.8K$102M+0.88%
Q1 2024544.8K$98M+0.81%
Q4 2023570.2K$87M+0.72%
Q3 2023669.8K$85M+0.56%
Q2 2023766.9K$79M+0.44%
Q1 2023774.0K$80M+0.44%
Q4 2022786.7K$66M+0.37%
Q3 2022843.3K$95M+0.56%
Q2 2022876.4K$93M+0.51%
Q1 202240.3K$131M+0.64%
Q4 202139.8K$133M+0.61%
Q3 202139.1K$128M+0.64%
Q2 202138.3K$132M+0.66%
Q1 202136.9K$114M+0.63%
Q4 202033.6K$109M+0.66%
Q3 202029.2K$92M+0.60%
Q2 202030.1K$83M+0.60%
Q1 202030.2K$57M+0.47%
Q4 201928.5K$53M+0.34%
Q3 201923.3K$40M+0.28%
Q2 201926.1K$50M+0.32%
Q1 201924.5K$44M+0.31%
Q4 201822.1K$33M+0.26%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See United Capital Financial Advisors, LLC’s full portfolio or all institutional holders of AMZN.