Cadia Private Client’s Amgen AMGN Stock Holding History

Cadia Private Client’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
2026 Q2	$381K	Hold	1,051	–	–	0.27%	52
2026 Q1	$370K	Sell	1,051 -14	-1%	-$4.99K	0.3%	45
2025 Q4	$349K	Buy	+1,065	New	+$338K	0.28%	45

Other funds holding AMGN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cadia Private Client's AMGN Position: Q2 2026 in Review

Cadia Private Client held its Amgen (AMGN) position steady in Q2 2026 at 1,051 shares worth $381K. The position accounts for 0.27% of the portfolio, ranked #52.

Cadia Private Client first reported a position in AMGN in Q4 2025 and has held it in 3 quarters since. 3,146 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

Cadia Private Client held 1,051 shares of Amgen worth $381K as of Q2 2026.
Cadia Private Client left its Amgen share count unchanged in Q2 2026.
Amgen made up 0.27% of Cadia Private Client's portfolio in Q2 2026, its #52 holding.
Cadia Private Client first reported a position in Amgen in Q4 2025 and has held it in 3 quarters since.
3,146 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Cadia Private Client's 13F filing for Q2 2026, filed 11 Aug 2026.