Elevation Wealth Partners
AMGN icon

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
Q3 		$143K Buy
339
+24
+8% +$9.6K 0.04% 172
2026
Q2 		$114K Buy
315
+39
+14% +$13.4K 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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Elevation Wealth Partners's AMGN Position: Q3 2026 in Review

Elevation Wealth Partners increased its Amgen (AMGN) stake by 7.6% in Q3 2026, buying an estimated $9.6K and bringing the position to 339 shares worth $143K. The position accounts for 0.04% of the portfolio, ranked #172.

Elevation Wealth Partners first reported a position in AMGN in Q1 2023 and has held it in 15 quarters since. 1,338 funds tracked by Wall St. Rank hold AMGN as of Q3 2026.

  • Elevation Wealth Partners held 339 shares of Amgen worth $143K as of Q3 2026.
  • Elevation Wealth Partners bought 24 Amgen shares in Q3 2026, an estimated $9.6K.
  • Amgen made up 0.04% of Elevation Wealth Partners's portfolio in Q3 2026, its #172 holding.
  • Elevation Wealth Partners first reported a position in Amgen in Q1 2023 and has held it in 15 quarters since.
  • 1,338 funds tracked by Wall St. Rank held Amgen as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.