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Adero Partners’s Amgen AMGN Stock Holding History

Adero Partners’s Portfolio AMGN Stock Details AMGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$372K Buy
1,193
+179
+18% +$52.9K 0.02% 151
2024
Q4 		$264K Sell
1,014
-70
-6% -$20.8K 0.02% 189
2024
Q3 		$349K Sell
1,084
-35
-3% -$11.4K 0.02% 155
2024
Q2 		$350K Buy
1,119
+353
+46% +$104K 0.03% 145
2024
Q1 		$218K Sell
766
-4
-0.5% -$1.17K 0.02% 181
2023
Q4 		$222K Buy
+770
New +$210K 0.02% 174
2023
Q1 		– Sell
-1,007
Closed -$265K – 163
2022
Q4 		$265K Buy
+1,007
New +$270K 0.03% 137
2021
Q3 		– Sell
-1,053
Closed -$257K – 145
2021
Q2 		$257K Buy
1,053
+36
+4% +$8.86K 0.06% 122
2021
Q1 		$253K Buy
+1,017
New +$243K 0.11% 103
2020
Q4 		– Sell
-881
Closed -$224K – 82
2020
Q3 		$224K Sell
881
-29
-3% -$7.18K 0.18% 76
2020
Q2 		$215K Buy
+910
New +$208K 0.22% 66

Other funds holding AMGN

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Adero Partners's AMGN Position: Q1 2025 in Review

Adero Partners increased its Amgen (AMGN) stake by 18% in Q1 2025, buying an estimated $52.9K and bringing the position to 1,193 shares worth $372K. The position accounts for 0.02% of the portfolio, ranked #151.

Adero Partners first reported a position in AMGN in Q2 2020 and has held it in 11 quarters since. 2,927 funds tracked by Wall St. Rank hold AMGN as of Q1 2025.

  • Adero Partners held 1,193 shares of Amgen worth $372K as of Q1 2025.
  • Adero Partners bought 179 Amgen shares in Q1 2025, an estimated $52.9K.
  • Amgen made up 0.02% of Adero Partners's portfolio in Q1 2025, its #151 holding.
  • Adero Partners first reported a position in Amgen in Q2 2020 and has held it in 11 quarters since.
  • 2,927 funds tracked by Wall St. Rank held Amgen as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.