Intergy Private Wealth
AMGN icon

Intergy Private Wealth’s Amgen AMGN Stock Holding History

Intergy Private 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 		$384K Buy
912
+101
+12% +$40.3K 0.09% 85
2026
Q2 		$294K Sell
811
-26
-3% -$8.9K 0.07% 104
2026
Q1 		$294K Buy
837
+178
+27% +$63.5K 0.09% 91
2025
Q4 		$216K Buy
+659
New +$209K 0.07% 108

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

Intergy Private Wealth's AMGN Position: Q3 2026 in Review

Intergy Private Wealth increased its Amgen (AMGN) stake by 12% in Q3 2026, buying an estimated $40.3K and bringing the position to 912 shares worth $384K. The position accounts for 0.09% of the portfolio, ranked #85.

Intergy Private Wealth first reported a position in AMGN in Q4 2025 and has held it in 4 quarters since. 1,022 funds tracked by Wall St. Rank hold AMGN as of Q3 2026.

  • Intergy Private Wealth held 912 shares of Amgen worth $384K as of Q3 2026.
  • Intergy Private Wealth bought 101 Amgen shares in Q3 2026, an estimated $40.3K.
  • Amgen made up 0.09% of Intergy Private Wealth's portfolio in Q3 2026, its #85 holding.
  • Intergy Private Wealth first reported a position in Amgen in Q4 2025 and has held it in 4 quarters since.
  • 1,022 funds tracked by Wall St. Rank held Amgen as of Q3 2026.

Based on Intergy Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.