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Heartwood Wealth Advisors’s Amgen AMGN Stock Holding History

Heartwood Wealth 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 		$1.87M Buy
5,156
+170
+3% +$58.2K 0.15% 69
2026
Q1 		$1.75M Sell
4,986
-253
-5% -$90.2K 0.15% 68
2025
Q4 		$1.71M Buy
5,239
+311
+6% +$98.7K 0.16% 60
2025
Q3 		$1.39M Buy
4,928
+114
+2% +$33.1K 0.13% 67
2025
Q2 		$1.34M Buy
4,814
+253
+6% +$71.7K 0.14% 64
2025
Q1 		$1.42M Buy
4,561
+700
+18% +$207K 0.16% 57
2024
Q4 		$1.01M Buy
3,861
+7
+0.2% +$2.08K 0.11% 67
2024
Q3 		$1.24M Buy
3,854
+82
+2% +$26.8K 0.14% 54
2024
Q2 		$1.18M Buy
3,772
+70
+2% +$20.6K 0.14% 52
2024
Q1 		$1.05M Sell
3,702
-89
-2% -$26K 0.13% 52
2023
Q4 		$1.09M Sell
3,791
-1
-0% -$272 0.15% 45
2023
Q3 		$1.02M Sell
3,792
-330
-8% -$82.4K 0.15% 46
2023
Q2 		$915K Buy
4,122
+663
+19% +$154K 0.13% 52
2023
Q1 		$836K Buy
3,459
+478
+16% +$117K 0.12% 57
2022
Q4 		$783K Sell
2,981
-334
-10% -$89.5K 0.12% 54
2022
Q3 		$747K Buy
3,315
+468
+16% +$113K 0.13% 52
2022
Q2 		$693K Buy
2,847
+378
+15% +$92.6K 0.11% 53
2022
Q1 		$597K Buy
2,469
+869
+54% +$200K 0.09% 65
2021
Q4 		$360K Buy
1,600
+161
+11% +$34K 0.05% 77
2021
Q3 		$306K Buy
1,439
+80
+6% +$18.4K 0.05% 80
2021
Q2 		$331K Buy
+1,359
New +$334K 0.05% 76

Other funds holding AMGN

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Heartwood Wealth Advisors's AMGN Position: Q2 2026 in Review

Heartwood Wealth Advisors increased its Amgen (AMGN) stake by 3.4% in Q2 2026, buying an estimated $58.2K and bringing the position to 5,156 shares worth $1.87M. The position accounts for 0.15% of the portfolio, ranked #69.

Heartwood Wealth Advisors first reported a position in AMGN in Q2 2021 and has held it in 21 quarters since. 1,543 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Heartwood Wealth Advisors held 5,156 shares of Amgen worth $1.87M as of Q2 2026.
  • Heartwood Wealth Advisors bought 170 Amgen shares in Q2 2026, an estimated $58.2K.
  • Amgen made up 0.15% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #69 holding.
  • Heartwood Wealth Advisors first reported a position in Amgen in Q2 2021 and has held it in 21 quarters since.
  • 1,543 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.