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Heritage Financial Services’s Amgen AMGN Stock Holding History

Heritage Financial Services’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
Q3 		– Sell
-834
Closed -$233K – 136
2025
Q2 		$233K Buy
+834
New +$236K 0.02% 109
2022
Q3 		– Sell
-543
Closed -$132K – 78
2022
Q2 		$132K Buy
+543
New +$133K 0.07% 95

Other funds holding AMGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Heritage Financial Services's AMGN Position: Q3 2025 in Review

Heritage Financial Services sold out of Amgen (AMGN) in Q3 2025, closing a stake of 834 shares — an estimated $233K sold.

Heritage Financial Services first reported a position in AMGN in Q2 2022 and held it in 2 quarters. The position peaked at $233K in Q2 2025. 2,819 funds tracked by Wall St. Rank hold AMGN as of Q3 2025.

  • Heritage Financial Services reported no remaining Amgen position as of Q3 2025 after selling out during the quarter.
  • Heritage Financial Services sold 834 Amgen shares in Q3 2025, an estimated $233K.
  • Heritage Financial Services first reported a position in Amgen in Q2 2022 and held it in 2 quarters.
  • Heritage Financial Services's Amgen position peaked at $233K in Q2 2025.
  • 2,819 funds tracked by Wall St. Rank held Amgen as of Q3 2025.

Based on Heritage Financial Services's 13F filing for Q3 2025, filed 30 Oct 2025.