Atala Financial’s Amgen AMGN Stock Holding History

Atala Financial’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 Q2	–	Sell	-132	Closed	-$41.1K	–	145
2025 Q1	$41.1K	Hold	132	–	–	0.03%	190
2024 Q4	$34.4K	Buy	+132	New	+$39.2K	0.02%	211

Other funds holding AMGN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Atala Financial's AMGN Position: Q2 2025 in Review

Atala Financial sold out of Amgen (AMGN) in Q2 2025, closing a stake of 132 shares — an estimated $41.1K sold.

Atala Financial first reported a position in AMGN in Q4 2024 and held it in 2 quarters. The position peaked at $41.1K in Q1 2025. 2,852 funds tracked by Wall St. Rank hold AMGN as of Q2 2025.

Atala Financial reported no remaining Amgen position as of Q2 2025 after selling out during the quarter.
Atala Financial sold 132 Amgen shares in Q2 2025, an estimated $41.1K.
Atala Financial first reported a position in Amgen in Q4 2024 and held it in 2 quarters.
Atala Financial's Amgen position peaked at $41.1K in Q1 2025.
2,852 funds tracked by Wall St. Rank held Amgen as of Q2 2025.

Based on Atala Financial's 13F filing for Q2 2025, filed 7 Aug 2025.