High Net Worth Advisory Group
AMGN icon

High Net Worth Advisory Group’s Amgen AMGN Stock Holding History

High Net Worth Advisory Group’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 		$6.39M Buy
15,153
+2
+0% +$797 1.34% 16
2026
Q2 		$5.49M Buy
15,151
+61
+0.4% +$20.9K 1.16% 20
2026
Q1 		$5.31M Buy
15,090
+2
+0% +$713 1.24% 15
2025
Q4 		$4.94M Buy
15,088
+2
+0% +$634 1.14% 19
2025
Q3 		$4.26M Buy
15,086
+2
+0% +$580 1.02% 24
2025
Q2 		$4.21M Buy
15,084
+1
+0% +$283 1.12% 22
2025
Q1 		$4.7M Hold
15,083
– – 1.33% 17
2024
Q4 		$3.93M Hold
15,083
– – 1.1% 21
2024
Q3 		$4.86M Sell
15,083
-1,725
-10% -$564K 1.33% 19
2024
Q2 		$5.25M Hold
16,808
– – 1.59% 13
2024
Q1 		$4.78M Buy
16,808
+1,218
+8% +$356K 1.5% 16
2023
Q4 		$4.49M Hold
15,590
– – 1.67% 13
2023
Q3 		$4.19M Sell
15,590
-70
-0.4% -$17.5K 1.68% 13
2023
Q2 		$3.48M Sell
15,660
-71
-0.5% -$16.5K 1.35% 17
2023
Q1 		$3.8M Sell
15,731
-36
-0.2% -$8.84K 1.55% 14
2022
Q4 		$4.14M Sell
15,767
-36
-0.2% -$9.6K 1.61% 14
2022
Q3 		$3.56M Hold
15,803
– – 1.52% 12
2022
Q2 		$3.84M Buy
15,803
+920
+6% +$225K 1.6% 11
2022
Q1 		$3.6M Hold
14,883
– – 1.31% 16
2021
Q4 		$3.35M Buy
+14,883
New +$3.14M 1.17% 17

Other funds holding AMGN

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

High Net Worth Advisory Group's AMGN Position: Q3 2026 in Review

High Net Worth Advisory Group increased its Amgen (AMGN) stake by 0.01% in Q3 2026, buying an estimated $797 and bringing the position to 15,153 shares worth $6.39M. The position accounts for 1.34% of the portfolio, ranked #16.

High Net Worth Advisory Group first reported a position in AMGN in Q4 2021 and has held it in 20 quarters since. 2,318 funds tracked by Wall St. Rank hold AMGN as of Q3 2026.

  • High Net Worth Advisory Group held 15,153 shares of Amgen worth $6.39M as of Q3 2026.
  • High Net Worth Advisory Group bought 2 Amgen shares in Q3 2026, an estimated $797.
  • Amgen made up 1.34% of High Net Worth Advisory Group's portfolio in Q3 2026, its #16 holding.
  • High Net Worth Advisory Group first reported a position in Amgen in Q4 2021 and has held it in 20 quarters since.
  • 2,318 funds tracked by Wall St. Rank held Amgen as of Q3 2026.

Based on High Net Worth Advisory Group's 13F filing for Q3 2026, filed 26 Oct 2026.