Atria Wealth Solutions’s Amgen AMGN Stock Holding History

Atria Wealth Solutions’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	$3.21M	Sell	11,385 -27,644	-71%	-$7.83M	0.07%	298
2025 Q1	$12.2M	Sell	39,029 -6,724	-15%	-$1.99M	0.15%	150
2024 Q4	$11.9M	Buy	45,753 +1,451	+3%	+$431K	0.13%	163
2024 Q3	$14.3M	Sell	44,302 -1,078	-2%	-$353K	0.16%	136
2024 Q2	$14.2M	Sell	45,380 -1,118	-2%	-$328K	0.16%	136
2024 Q1	$13.2M	Buy	46,498 +414	+0.9%	+$121K	0.15%	148
2023 Q4	$13.3M	Sell	46,084 -489	-1%	-$133K	0.17%	130
2023 Q3	$12.5M	Sell	46,573 -225	-0.5%	-$56.1K	0.18%	126
2023 Q2	$10.4M	Buy	46,798 +413	+0.9%	+$95.8K	0.14%	148
2023 Q1	$11.2M	Buy	46,385 +351	+0.8%	+$86.2K	0.17%	134
2022 Q4	$12.1M	Sell	46,034 -1,106	-2%	-$296K	0.19%	117
2022 Q3	$10.6M	Buy	47,140 +10,486	+29%	+$2.54M	0.18%	118
2022 Q2	$5.74M	Buy	36,654 +95	+0.3%	+$23.3K	0.12%	204
2022 Q1	$8.84M	Buy	+36,559	New	+$8.4M	0.15%	150

Other funds holding AMGN

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Capital International Investors

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

Capital World Investors

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

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

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return