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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 0.15% 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 0.11% 204
2022
Q1 		$8.84M Buy
+36,559
New +$8.4M 0.15% 150

Other funds holding AMGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Atria Wealth Solutions's AMGN Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Amgen (AMGN) stake by 71% in Q2 2025, selling an estimated $7.83M and leaving 11,385 shares worth $3.21M. The position accounts for 0.07% of the portfolio, ranked #298.

Atria Wealth Solutions first reported a position in AMGN in Q1 2022 and has held it in 14 quarters since. The position peaked at $14.3M in Q3 2024. 2,856 funds tracked by Wall St. Rank hold AMGN as of Q2 2025.

  • Atria Wealth Solutions held 11,385 shares of Amgen worth $3.21M as of Q2 2025.
  • Atria Wealth Solutions sold 27,644 Amgen shares in Q2 2025, an estimated $7.83M.
  • Amgen made up 0.07% of Atria Wealth Solutions's portfolio in Q2 2025, its #298 holding.
  • Atria Wealth Solutions first reported a position in Amgen in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Amgen position peaked at $14.3M in Q3 2024.
  • 2,856 funds tracked by Wall St. Rank held Amgen as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.