Elevation Wealth Partners’s Amgen AMGN Stock Holding History

Elevation Wealth Partners’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	$114K	Buy	315 +39	+14%	+$13.3K	0.03%	180
2026 Q1	$97.1K	Sell	276 -26	-9%	-$9.27K	0.03%	170
2025 Q4	$98.8K	Buy	302 +40	+15%	+$12.7K	0.04%	171
2025 Q3	$73.9K	Buy	262 +30	+13%	+$8.7K	0.03%	201
2025 Q2	$64.8K	Hold	232	–	–	0.03%	208
2025 Q1	$72.3K	Hold	232	–	–	0.03%	195
2024 Q4	$60.5K	Buy	232 +26	+13%	+$7.71K	0.03%	209
2024 Q3	$66.4K	Hold	206	–	–	0.03%	196
2024 Q2	$64.4K	Hold	206	–	–	0.03%	194
2024 Q1	$58.6K	Hold	206	–	–	0.03%	204
2023 Q4	$55.4K	Hold	206	–	–	0.03%	197
2023 Q3	$55.4K	Hold	206	–	–	0.05%	140
2023 Q2	$45.7K	Hold	206	–	–	0.04%	162
2023 Q1	$49.8K	Buy	+206	New	+$50.6K	0.05%	155

Other funds holding AMGN

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Elevation Wealth Partners's AMGN Position: Q2 2026 in Review

Elevation Wealth Partners increased its Amgen (AMGN) stake by 14% in Q2 2026, buying an estimated $13.3K and bringing the position to 315 shares worth $114K. The position accounts for 0.03% of the portfolio, ranked #180.

Elevation Wealth Partners first reported a position in AMGN in Q1 2023 and has held it in 14 quarters since. 1,264 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

Elevation Wealth Partners held 315 shares of Amgen worth $114K as of Q2 2026.
Elevation Wealth Partners bought 39 Amgen shares in Q2 2026, an estimated $13.3K.
Amgen made up 0.03% of Elevation Wealth Partners's portfolio in Q2 2026, its #180 holding.
Elevation Wealth Partners first reported a position in Amgen in Q1 2023 and has held it in 14 quarters since.
1,264 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.