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Holos Integrated Wealth’s Amgen AMGN Stock Holding History

Holos Integrated Wealth’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 		$41.6K Hold
113
– – 0.02% 166
2026
Q1 		$38.4K Hold
113
– – 0.02% 172
2025
Q4 		$37K Hold
113
– – 0.02% 132
2025
Q3 		$32.8K Hold
113
– – 0.02% 135
2025
Q2 		$32.6K Hold
113
– – 0.02% 133
2025
Q1 		$35.2K Hold
113
– – 0.02% 127
2024
Q4 		$29.5K Buy
+113
New +$33.5K 0.02% 130

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
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
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Holos Integrated Wealth's AMGN Position: Q2 2026 in Review

Holos Integrated Wealth held its Amgen (AMGN) position steady in Q2 2026 at 113 shares worth $41.6K. The position accounts for 0.02% of the portfolio, ranked #166.

Holos Integrated Wealth first reported a position in AMGN in Q4 2024 and has held it in 7 quarters since. 1,055 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Holos Integrated Wealth held 113 shares of Amgen worth $41.6K as of Q2 2026.
  • Holos Integrated Wealth left its Amgen share count unchanged in Q2 2026.
  • Amgen made up 0.02% of Holos Integrated Wealth's portfolio in Q2 2026, its #166 holding.
  • Holos Integrated Wealth first reported a position in Amgen in Q4 2024 and has held it in 7 quarters since.
  • 1,055 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.