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Dougherty Wealth Advisers’s Amgen AMGN Stock Holding History

Dougherty Wealth Advisers’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
Q4 		– Sell
-60
Closed -$16.9K – 119
2025
Q3 		$16.9K Buy
+60
New +$17.4K 0.01% 101

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 $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Dougherty Wealth Advisers's AMGN Position: Q4 2025 in Review

Dougherty Wealth Advisers sold out of Amgen (AMGN) in Q4 2025, closing a stake of 60 shares — an estimated $16.9K sold.

Dougherty Wealth Advisers first reported a position in AMGN in Q3 2025 and held it in 1 quarter. The position peaked at $16.9K in Q3 2025. 3,096 funds tracked by Wall St. Rank hold AMGN as of Q4 2025.

  • Dougherty Wealth Advisers reported no remaining Amgen position as of Q4 2025 after selling out during the quarter.
  • Dougherty Wealth Advisers sold 60 Amgen shares in Q4 2025, an estimated $16.9K.
  • Dougherty Wealth Advisers first reported a position in Amgen in Q3 2025 and held it in 1 quarter.
  • Dougherty Wealth Advisers's Amgen position peaked at $16.9K in Q3 2025.
  • 3,096 funds tracked by Wall St. Rank held Amgen as of Q4 2025.

Based on Dougherty Wealth Advisers's 13F filing for Q4 2025, filed 29 Jan 2026.