Holistic Planning’s Amgen AMGN Stock Holding History

Holistic Planning’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	$238K	Buy	+565	New	+$225K	0.03%	316

Other funds holding AMGN

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Holistic Planning's AMGN Position: Q3 2026 in Review

Holistic Planning opened a new position in Amgen (AMGN) in Q3 2026: 565 shares worth $238K. The stake represents 0.03% of the portfolio and ranks #316 among its holdings.

1,911 funds tracked by Wall St. Rank hold AMGN as of Q3 2026.

Holistic Planning held 565 shares of Amgen worth $238K as of Q3 2026.
Amgen was a new Holistic Planning position in Q3 2026.
Amgen made up 0.03% of Holistic Planning's portfolio in Q3 2026, its #316 holding.
1,911 funds tracked by Wall St. Rank held Amgen as of Q3 2026.

Based on Holistic Planning's 13F filing for Q3 2026, filed 4 Nov 2026.