Curio Wealth’s Amgen AMGN Stock Holding History

Curio Wealth’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	–	Sell	-28	Closed	-$9.85K	–	130
2026 Q1	$9.85K	Buy	28 +3	+12%	+$1.07K	﹤0.01%	222
2025 Q4	$8.35K	Buy	+25	New	+$7.93K	﹤0.01%	257
2025 Q3	–	Sell	-25	Closed	-$6.98K	–	280
2025 Q2	$6.98K	Buy	25 +23	+1,150%	+$6.52K	﹤0.01%	217
2025 Q1	$15K	Buy	+2	New	+$591	0.01%	205

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

Curio Wealth's AMGN Position: Q2 2026 in Review

Curio Wealth sold out of Amgen (AMGN) in Q2 2026, closing a stake of 28 shares — an estimated $9.85K sold.

Curio Wealth first reported a position in AMGN in Q1 2025 and held it in 4 quarters. The position peaked at $15K in Q1 2025. 3,146 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

Curio Wealth reported no remaining Amgen position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 28 Amgen shares in Q2 2026, an estimated $9.85K.
Curio Wealth first reported a position in Amgen in Q1 2025 and held it in 4 quarters.
Curio Wealth's Amgen position peaked at $15K in Q1 2025.
3,146 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.