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Fortis Group Advisors’s Amgen AMGN Stock Holding History

Fortis Group Advisors’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 		$202K Buy
+559
New +$191K 0.03% 266
2026
Q1 		– Sell
-588
Closed -$201K – 583
2025
Q4 		$201K Buy
+588
New +$187K 0.03% 272
2020
Q3 		$252K Buy
+992
New +$246K 0.05% 165

Other funds holding AMGN

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Fortis Group Advisors's AMGN Position: Q2 2026 in Review

Fortis Group Advisors opened a new position in Amgen (AMGN) in Q2 2026: 559 shares worth $202K. The stake represents 0.03% of the portfolio and ranks #266 among its holdings. This is a return to the name: Fortis Group Advisors previously reported a position in AMGN as recently as Q4 2025.

Fortis Group Advisors first reported a position in AMGN in Q3 2020 and has held it in 3 quarters since. The position peaked at $252K in Q3 2020. 1,262 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Fortis Group Advisors held 559 shares of Amgen worth $202K as of Q2 2026.
  • Amgen was a new Fortis Group Advisors position in Q2 2026.
  • Amgen made up 0.03% of Fortis Group Advisors's portfolio in Q2 2026, its #266 holding.
  • Fortis Group Advisors first reported a position in Amgen in Q3 2020 and has held it in 3 quarters since.
  • Fortis Group Advisors's Amgen position peaked at $252K in Q3 2020.
  • 1,262 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.