Holos Integrated Wealth
AMGN icon

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
Q3 		$48K Hold
113
– – 0.02% 167
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Holos Integrated Wealth's AMGN Position: Q3 2026 in Review

Holos Integrated Wealth held its Amgen (AMGN) position steady in Q3 2026 at 113 shares worth $48K. The position accounts for 0.02% of the portfolio, ranked #167.

Holos Integrated Wealth first reported a position in AMGN in Q4 2024 and has held it in 8 quarters since. 1,057 funds tracked by Wall St. Rank hold AMGN as of Q3 2026.

  • Holos Integrated Wealth held 113 shares of Amgen worth $48K as of Q3 2026.
  • Holos Integrated Wealth left its Amgen share count unchanged in Q3 2026.
  • Amgen made up 0.02% of Holos Integrated Wealth's portfolio in Q3 2026, its #167 holding.
  • Holos Integrated Wealth first reported a position in Amgen in Q4 2024 and has held it in 8 quarters since.
  • 1,057 funds tracked by Wall St. Rank held Amgen as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.